Avidian Wealth Enterprises’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Avidian Wealth Enterprises’s Portfolio FMUN Stock Details FMUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$748K	Buy	14,840 +40	+0.3%	+$2.01K	0.02%	388
2026 Q1	$735K	Buy	14,800 +2,369	+19%	+$120K	0.02%	353
2025 Q4	$624K	Buy	12,431 +20	+0.2%	+$1K	0.02%	326
2025 Q3	$618K	Buy	12,411 +613	+5%	+$30K	0.02%	323
2025 Q2	$574K	Buy	+11,798	New	+$573K	0.02%	304

Other funds holding FMUN

RTC

Riverview Trust Company Vancouver, Washington $83.9M AUM 32.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPP

Life Planning Partners Jacksonville, Florida $135M AUM 17.83% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Avidian Wealth Enterprises's FMUN Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 0.27% in Q2 2026, buying an estimated $2.01K and bringing the position to 14,840 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #388.

Avidian Wealth Enterprises first reported a position in FMUN in Q2 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

Avidian Wealth Enterprises held 14,840 shares of Fidelity Systematic Municipal Bond Index ETF worth $748K as of Q2 2026.
Avidian Wealth Enterprises bought 40 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $2.01K.
Fidelity Systematic Municipal Bond Index ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #388 holding.
Avidian Wealth Enterprises first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.