Global Retirement Partners’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Global Retirement Partners’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	$2.13M	Buy	+42,252	New	+$2.12M	0.03%	467
2025 Q4	$2.19M	Buy	+43,572	New	+$2.19M	0.04%	409

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

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

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

Global Retirement Partners's FMUN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity Systematic Municipal Bond Index ETF (FMUN) in Q2 2026: 42,252 shares worth $2.13M. The stake represents 0.03% of the portfolio and ranks #467 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FMUN as recently as Q4 2025.

Global Retirement Partners first reported a position in FMUN in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.19M in Q4 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

Global Retirement Partners held 42,252 shares of Fidelity Systematic Municipal Bond Index ETF worth $2.13M as of Q2 2026.
Fidelity Systematic Municipal Bond Index ETF was a new Global Retirement Partners position in Q2 2026.
Fidelity Systematic Municipal Bond Index ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #467 holding.
Global Retirement Partners first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q4 2025 and has held it in 2 quarters since.
Global Retirement Partners's Fidelity Systematic Municipal Bond Index ETF position peaked at $2.19M in Q4 2025.
22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.