TrueWealth Advisors’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
21,618
-1,859
| -8% | -$45.1K | 0.16% | 121 |
|
|
2025
Q1 | $574K | Buy |
23,477
+3,347
| +17% | +$81.8K | 0.19% | 98 |
|
|
2024
Q4 | $492K | Buy |
20,130
+4,239
| +27% | +$104K | 0.16% | 114 |
|
|
2024
Q3 | $397K | Buy |
15,891
+3,172
| +25% | +$79.3K | 0.13% | 138 |
|
|
2024
Q2 | $310K | Buy |
12,719
+4,143
| +48% | +$101K | 0.11% | 149 |
|
|
2024
Q1 | $210K | Buy |
+8,576
| New | +$210K | 0.08% | 199 |
|