Western Wealth Management’s Franklin Municipal Green Bond ETF FLMB Stock Holding History

Western Wealth Management’s Portfolio FLMB Stock Details FLMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,457	Closed	-$218K	–	775
2025 Q2	$218K	Sell	9,457 -1,023	-10%	-$23.5K	0.01%	665
2025 Q1	$246K	Buy	10,480 +31	+0.3%	+$736	0.02%	587
2024 Q4	$249K	Sell	10,449 -1,668	-14%	-$40.2K	0.02%	576
2024 Q3	$296K	Buy	12,117 +31	+0.3%	+$750	0.02%	601
2024 Q2	$289K	Sell	12,086 -6,665	-36%	-$159K	0.02%	514
2024 Q1	$449K	Buy	18,751 +4,254	+29%	+$102K	0.03%	391
2023 Q4	$350K	Buy	+14,497	New	+$333K	0.03%	511

Other funds holding FLMB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Western Wealth Management's FLMB Position: Q3 2025 in Review

Western Wealth Management sold out of Franklin Municipal Green Bond ETF (FLMB) in Q3 2025, closing a stake of 9,457 shares — an estimated $218K sold.

Western Wealth Management first reported a position in FLMB in Q4 2023 and held it in 7 quarters. The position peaked at $449K in Q1 2024. 21 funds tracked by Wall St. Rank hold FLMB as of Q3 2025.

Western Wealth Management reported no remaining Franklin Municipal Green Bond ETF position as of Q3 2025 after selling out during the quarter.
Western Wealth Management sold 9,457 Franklin Municipal Green Bond ETF shares in Q3 2025, an estimated $218K.
Western Wealth Management first reported a position in Franklin Municipal Green Bond ETF in Q4 2023 and held it in 7 quarters.
Western Wealth Management's Franklin Municipal Green Bond ETF position peaked at $449K in Q1 2024.
21 funds tracked by Wall St. Rank held Franklin Municipal Green Bond ETF as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.