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FLMI icon

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
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

RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return