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

Global 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 Q3	$280K	Buy	5,983 +50	+0.8%	+$2.46K	0.15%	37
2026 Q2	$299K	Buy	5,933 +49	+0.8%	+$2.46K	0.15%	37
2026 Q1	$292K	Buy	5,884 +47	+0.8%	+$2.37K	0.16%	37
2025 Q4	$293K	Buy	+5,837	New	+$293K	0.16%	30

Other funds holding FMUN

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Life Planning Partners Jacksonville, Florida $125M AUM 10.29% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Global Wealth Management's FMUN Position: Q3 2026 in Review

Global Wealth Management increased its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 0.84% in Q3 2026, buying an estimated $2.46K and bringing the position to 5,983 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #37.

Global Wealth Management first reported a position in FMUN in Q4 2025 and has held it in 4 quarters since. The position peaked at $299K in Q2 2026. 9 funds tracked by Wall St. Rank hold FMUN as of Q3 2026.

Global Wealth Management held 5,983 shares of Fidelity Systematic Municipal Bond Index ETF worth $280K as of Q3 2026.
Global Wealth Management bought 50 Fidelity Systematic Municipal Bond Index ETF shares in Q3 2026, an estimated $2.46K.
Fidelity Systematic Municipal Bond Index ETF made up 0.15% of Global Wealth Management's portfolio in Q3 2026, its #37 holding.
Global Wealth Management first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q4 2025 and has held it in 4 quarters since.
Global Wealth Management's Fidelity Systematic Municipal Bond Index ETF position peaked at $299K in Q2 2026.
9 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.