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SHP Wealth Management’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

SHP Wealth Management’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
Q1 		$835K Sell
33,676
-253
-0.7% -$6.34K 0.06% 105
2025
Q4 		$844K Buy
+33,929
New +$844K 0.07% 97

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 $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

SHP Wealth Management's FLMI Position: Q1 2026 in Review

SHP Wealth Management reduced its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 0.75% in Q1 2026, selling an estimated $6.34K and leaving 33,676 shares worth $835K. The position accounts for 0.06% of the portfolio, ranked #105.

SHP Wealth Management first reported a position in FLMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $844K in Q4 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

  • SHP Wealth Management held 33,676 shares of Franklin Dynamic Municipal Bond ETF worth $835K as of Q1 2026.
  • SHP Wealth Management sold 253 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $6.34K.
  • Franklin Dynamic Municipal Bond ETF made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #105 holding.
  • SHP Wealth Management first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Franklin Dynamic Municipal Bond ETF position peaked at $844K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.