Fidelity Investments
TAXE

Fidelity Investments’s Intermediate Municipal Income ETF TAXE Stock Holding History

Fidelity Investments’s Portfolio TAXE Stock Details TAXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51 Buy
+1
New +$51 ﹤0.01% 5293
2025
Q2 		– Sell
-1
Closed -$50 – 5534
2025
Q1 		$50 Buy
+1
New +$50 ﹤0.01% 5159

Other funds holding TAXE

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fidelity Investments's TAXE Position: Q1 2026 in Review

Fidelity Investments opened a new position in Intermediate Municipal Income ETF (TAXE) in Q1 2026: 1 share worth $51. The stake represents ﹤0.01% of the portfolio and ranks #5293 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in TAXE as recently as Q1 2025.

Fidelity Investments first reported a position in TAXE in Q1 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold TAXE as of Q1 2026.

  • Fidelity Investments held 1 share of Intermediate Municipal Income ETF worth $51 as of Q1 2026.
  • Intermediate Municipal Income ETF was a new Fidelity Investments position in Q1 2026.
  • Intermediate Municipal Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5293 holding.
  • Fidelity Investments first reported a position in Intermediate Municipal Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Intermediate Municipal Income ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.