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

TruWealth 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 Q1	$18.5M	Buy	746,251 +137,674	+23%	+$3.45M	0.89%	42
2025 Q4	$15.1M	Buy	608,577 +174,006	+40%	+$4.33M	0.74%	45
2025 Q3	$10.8M	Buy	434,571 +214,306	+97%	+$5.2M	0.54%	51
2025 Q2	$5.34M	Buy	220,265 +5,150	+2%	+$124K	0.29%	59
2025 Q1	$5.26M	Buy	+215,115	New	+$5.28M	0.32%	53

Other funds holding FLMI

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

TruWealth Advisors's FLMI Position: Q1 2026 in Review

TruWealth Advisors increased its Franklin Dynamic Municipal Bond ETF (FLMI) stake by 23% in Q1 2026, buying an estimated $3.45M and bringing the position to 746,251 shares worth $18.5M. The position accounts for 0.89% of the portfolio, ranked #42.

TruWealth Advisors first reported a position in FLMI in Q1 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold FLMI as of Q1 2026.

TruWealth Advisors held 746,251 shares of Franklin Dynamic Municipal Bond ETF worth $18.5M as of Q1 2026.
TruWealth Advisors bought 137,674 Franklin Dynamic Municipal Bond ETF shares in Q1 2026, an estimated $3.45M.
Franklin Dynamic Municipal Bond ETF made up 0.89% of TruWealth Advisors's portfolio in Q1 2026, its #42 holding.
TruWealth Advisors first reported a position in Franklin Dynamic Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
207 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.