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von Borstel & Associates’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

von Borstel & Associates’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
2025
Q4 		– Sell
-63,875
Closed -$1.59M – 82
2025
Q3 		$1.59M Buy
+63,875
New +$1.55M 0.24% 49

Other funds holding FLMI

LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

von Borstel & Associates's FLMI Position: Q4 2025 in Review

von Borstel & Associates sold out of Franklin Dynamic Municipal Bond ETF (FLMI) in Q4 2025, closing a stake of 63,875 shares — an estimated $1.59M sold.

von Borstel & Associates first reported a position in FLMI in Q3 2025 and held it in 1 quarter. The position peaked at $1.59M in Q3 2025. 197 funds tracked by Wall St. Rank hold FLMI as of Q4 2025.

  • von Borstel & Associates reported no remaining Franklin Dynamic Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 63,875 Franklin Dynamic Municipal Bond ETF shares in Q4 2025, an estimated $1.59M.
  • von Borstel & Associates first reported a position in Franklin Dynamic Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Franklin Dynamic Municipal Bond ETF position peaked at $1.59M in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Franklin Dynamic Municipal Bond ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.