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

TrueWealth Financial Partners’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 		– Sell
-15,283
Closed -$380K – 81
2025
Q4 		$380K Buy
+15,283
New +$380K 0.31% 41

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Bank of America
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MAS
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Wells Fargo
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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
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

TrueWealth Financial Partners's FLMI Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q1 2026, closing a stake of 15,283 shares — an estimated $380K sold.

TrueWealth Financial Partners first reported a position in FLMI in Q4 2025 and held it in 1 quarter. The position peaked at $380K in Q4 2025. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 15,283 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $380K.
  • TrueWealth Financial Partners first reported a position in Franklin Dynamic Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Franklin Dynamic Municipal Bond ETF position peaked at $380K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.