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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

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 $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TrueWealth Advisors's FLMI Position: Q2 2026 in Review

TrueWealth Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 5.6% in Q2 2026, buying an estimated $61.1K and bringing the position to 46,319 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #74.

TrueWealth Advisors first reported a position in FLMI in Q1 2024 and has held it in 10 quarters since. 228 funds tracked by Wall St. Rank hold FLMI as of Q2 2026.

  • TrueWealth Advisors held 46,319 shares of Franklin Dynamic Municipal Bond ETF worth $1.17M as of Q2 2026.
  • TrueWealth Advisors bought 2,447 Franklin Dynamic Municipal Bond ETF shares in Q2 2026, an estimated $61.1K.
  • Franklin Dynamic Municipal Bond ETF made up 0.26% of TrueWealth Advisors's portfolio in Q2 2026, its #74 holding.
  • TrueWealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 228 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.