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Oak Barrel Wealth Advisory’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Oak Barrel Wealth Advisory’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 		$912K Buy
+36,231
New +$905K 0.4% 35
2025
Q4 		$861K Buy
+34,638
New +$861K 0.51% 36

Other funds holding FLMI

LPL Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Oak Barrel Wealth Advisory's FLMI Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Franklin Dynamic Municipal Bond ETF (FLMI) in Q2 2026: 36,231 shares worth $912K. The stake represents 0.4% of the portfolio and ranks #35 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in FLMI as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in FLMI in Q4 2025 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • Oak Barrel Wealth Advisory held 36,231 shares of Franklin Dynamic Municipal Bond ETF worth $912K as of Q2 2026.
  • Franklin Dynamic Municipal Bond ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Franklin Dynamic Municipal Bond ETF made up 0.4% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #35 holding.
  • Oak Barrel Wealth Advisory first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 229 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.