Financial Planning Fort Collins’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Financial Planning Fort Collins’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	$1.91M	Buy	37,887 +594	+2%	+$29.8K	1.45%	16
2026 Q1	$1.88M	Buy	37,293 +2,798	+8%	+$141K	1.41%	16
2025 Q4	$1.73M	Buy	+34,495	New	+$1.73M	1.52%	15

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

EFG

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

Financial Planning Fort Collins's FMUN Position: Q2 2026 in Review

Financial Planning Fort Collins increased its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 1.6% in Q2 2026, buying an estimated $29.8K and bringing the position to 37,887 shares worth $1.91M. The position accounts for 1.45% of the portfolio, ranked #16.

Financial Planning Fort Collins first reported a position in FMUN in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

Financial Planning Fort Collins held 37,887 shares of Fidelity Systematic Municipal Bond Index ETF worth $1.91M as of Q2 2026.
Financial Planning Fort Collins bought 594 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $29.8K.
Fidelity Systematic Municipal Bond Index ETF made up 1.45% of Financial Planning Fort Collins's portfolio in Q2 2026, its #16 holding.
Financial Planning Fort Collins first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q4 2025 and has held it in 3 quarters since.
22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.