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

TrueWealth 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 Q3	$1.16M	Buy	49,760 +3,441	+7%	+$84.2K	0.26%	75
2026 Q2	$1.17M	Buy	46,319 +2,447	+6%	+$61.1K	0.26%	74
2026 Q1	$1.09M	Buy	43,872 +6,185	+16%	+$155K	0.27%	67
2025 Q4	$937K	Buy	37,687 +11,528	+44%	+$287K	0.24%	74
2025 Q3	$648K	Buy	26,159 +4,541	+21%	+$110K	0.18%	111
2025 Q2	$524K	Sell	21,618 -1,859	-8%	-$44.8K	0.16%	121
2025 Q1	$574K	Buy	23,477 +3,347	+17%	+$82.2K	0.19%	98
2024 Q4	$492K	Buy	20,130 +4,239	+27%	+$105K	0.16%	114
2024 Q3	$397K	Buy	15,891 +3,172	+25%	+$78.4K	0.13%	138
2024 Q2	$310K	Buy	12,719 +4,143	+48%	+$101K	0.11%	149
2024 Q1	$210K	Buy	+8,576	New	+$208K	0.08%	199

Other funds holding FLMI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TrueWealth Advisors's FLMI Position: Q3 2026 in Review

TrueWealth Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 7.4% in Q3 2026, buying an estimated $84.2K and bringing the position to 49,760 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #75.

TrueWealth Advisors first reported a position in FLMI in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2026. 148 funds tracked by Wall St. Rank hold FLMI as of Q3 2026.

TrueWealth Advisors held 49,760 shares of Franklin Dynamic Municipal Bond ETF worth $1.16M as of Q3 2026.
TrueWealth Advisors bought 3,441 Franklin Dynamic Municipal Bond ETF shares in Q3 2026, an estimated $84.2K.
Franklin Dynamic Municipal Bond ETF made up 0.26% of TrueWealth Advisors's portfolio in Q3 2026, its #75 holding.
TrueWealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
TrueWealth Advisors's Franklin Dynamic Municipal Bond ETF position peaked at $1.17M in Q2 2026.
148 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.