MassMutual Private Wealth & Trust’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio FLMI Stock Details FLMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Buy	17,092 +45	+0.3%	+$1.12K	0.01%	329
2026 Q1	$423K	Sell	17,047 -2,049	-11%	-$51.4K	0.01%	324
2025 Q4	$475K	Sell	19,096 -4,939	-21%	-$123K	0.01%	316
2025 Q3	$595K	Sell	24,035 -5,712	-19%	-$139K	0.02%	295
2025 Q2	$722K	Sell	29,747 -10,025	-25%	-$242K	0.02%	284
2025 Q1	$972K	Buy	39,772 +1,216	+3%	+$29.9K	0.03%	249
2024 Q4	$942K	Buy	38,556 +7,209	+23%	+$178K	0.03%	252
2024 Q3	$784K	Buy	+31,347	New	+$774K	0.02%	262

Other funds holding FLMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's FLMI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.26% in Q2 2026, buying an estimated $1.12K and bringing the position to 17,092 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #329.

MassMutual Private Wealth & Trust first reported a position in FLMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $972K in Q1 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

MassMutual Private Wealth & Trust held 17,092 shares of Franklin Dynamic Municipal Bond ETF worth $430K as of Q2 2026.
MassMutual Private Wealth & Trust bought 45 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $1.12K.
Franklin Dynamic Municipal Bond ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #329 holding.
MassMutual Private Wealth & Trust first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's Franklin Dynamic Municipal Bond ETF position peaked at $972K in Q1 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.