Cahaba Wealth Management’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Cahaba Wealth Management’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	$237K	Hold	4,700	–	–	0.01%	152
2026 Q1	$233K	Hold	4,700	–	–	0.02%	138
2025 Q4	$236K	Hold	4,700	–	–	0.02%	137
2025 Q3	$234K	Hold	4,700	–	–	0.02%	140
2025 Q2	$229K	Buy	+4,700	New	+$228K	0.02%	143

Other funds holding FMUN

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

LPP

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

FPFC

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

EFG

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Cahaba Wealth Management's FMUN Position: Q2 2026 in Review

Cahaba Wealth Management held its Fidelity Systematic Municipal Bond Index ETF (FMUN) position steady in Q2 2026 at 4,700 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #152.

Cahaba Wealth Management first reported a position in FMUN in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

Cahaba Wealth Management held 4,700 shares of Fidelity Systematic Municipal Bond Index ETF worth $237K as of Q2 2026.
Cahaba Wealth Management left its Fidelity Systematic Municipal Bond Index ETF share count unchanged in Q2 2026.
Fidelity Systematic Municipal Bond Index ETF made up 0.01% of Cahaba Wealth Management's portfolio in Q2 2026, its #152 holding.
Cahaba Wealth Management first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.