Independent Advisor Alliance’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

Independent Advisor Alliance’s Portfolio FMUB Stock Details FMUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,882	Closed	-$702K	–	1680
2026 Q1	$702K	Buy	+13,882	New	+$711K	0.01%	986

Other funds holding FMUB

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

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Independent Advisor Alliance's FMUB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Fidelity Municipal Bond Opportunities ETF (FMUB) in Q2 2026, closing a stake of 13,882 shares — an estimated $702K sold.

Independent Advisor Alliance first reported a position in FMUB in Q1 2026 and held it in 1 quarter. The position peaked at $702K in Q1 2026. 36 funds tracked by Wall St. Rank hold FMUB as of Q2 2026.

Independent Advisor Alliance reported no remaining Fidelity Municipal Bond Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 13,882 Fidelity Municipal Bond Opportunities ETF shares in Q2 2026, an estimated $702K.
Independent Advisor Alliance first reported a position in Fidelity Municipal Bond Opportunities ETF in Q1 2026 and held it in 1 quarter.
Independent Advisor Alliance's Fidelity Municipal Bond Opportunities ETF position peaked at $702K in Q1 2026.
36 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.