IAG
FMUN

Investment Advisory Group’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Investment Advisory Group’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
2025
Q4 		– Sell
-4,958
Closed -$247K – 199
2025
Q3 		$247K Buy
+4,958
New +$243K 0.07% 164

Other funds holding FMUN

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPP
Life Planning Partners Jacksonville, Florida $131M AUM 16.11% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Investment Advisory Group's FMUN Position: Q4 2025 in Review

Investment Advisory Group sold out of Fidelity Systematic Municipal Bond Index ETF (FMUN) in Q4 2025, closing a stake of 4,958 shares — an estimated $247K sold.

Investment Advisory Group first reported a position in FMUN in Q3 2025 and held it in 1 quarter. The position peaked at $247K in Q3 2025. 20 funds tracked by Wall St. Rank hold FMUN as of Q4 2025.

  • Investment Advisory Group reported no remaining Fidelity Systematic Municipal Bond Index ETF position as of Q4 2025 after selling out during the quarter.
  • Investment Advisory Group sold 4,958 Fidelity Systematic Municipal Bond Index ETF shares in Q4 2025, an estimated $247K.
  • Investment Advisory Group first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q3 2025 and held it in 1 quarter.
  • Investment Advisory Group's Fidelity Systematic Municipal Bond Index ETF position peaked at $247K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q4 2025.

Based on Investment Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.