One Degree Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

One Degree Advisors’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	$2.58M	Sell	103,078 -108	-0.1%	-$2.7K	0.58%	31
2026 Q1	$2.56M	Sell	103,186 -17,481	-14%	-$438K	0.67%	28
2025 Q4	$3M	Buy	120,667 +25,741	+27%	+$640K	0.82%	25
2025 Q3	$2.35M	Sell	94,926 -2,062	-2%	-$50K	0.72%	27
2025 Q2	$2.35M	Buy	96,988 +20,219	+26%	+$487K	0.84%	26
2025 Q1	$1.88M	Buy	76,769 +2,670	+4%	+$65.6K	0.77%	26
2024 Q4	$1.82M	Buy	74,099 +26,679	+56%	+$660K	0.74%	27
2024 Q3	$1.19M	Buy	+47,420	New	+$1.17M	0.5%	29

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

One Degree Advisors's FLMI Position: Q2 2026 in Review

One Degree Advisors reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.1% in Q2 2026, selling an estimated $2.7K and leaving 103,078 shares worth $2.58M. The position accounts for 0.58% of the portfolio, ranked #31.

One Degree Advisors first reported a position in FLMI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3M in Q4 2025. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

One Degree Advisors held 103,078 shares of Franklin Dynamic Municipal Bond ETF worth $2.58M as of Q2 2026.
One Degree Advisors sold 108 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $2.7K.
Franklin Dynamic Municipal Bond ETF made up 0.58% of One Degree Advisors's portfolio in Q2 2026, its #31 holding.
One Degree Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
One Degree Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $3M in Q4 2025.
228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.