Jeff Yass’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Jeff Yass’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	–	Sell	-7,911	Closed	-$393K	–	14877
2026 Q1	$393K	Sell	7,911 -351	-4%	-$17.7K	﹤0.01%	10264
2025 Q4	$415K	Sell	8,262 -22,704	-73%	-$1.14M	﹤0.01%	9221
2025 Q3	$1.54M	Sell	30,966 -6,373	-17%	-$312K	﹤0.01%	6353
2025 Q2	$1.82M	Buy	+37,339	New	+$1.81M	﹤0.01%	5998

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

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

Jeff Yass's FMUN Position: Q2 2026 in Review

Jeff Yass sold out of Fidelity Systematic Municipal Bond Index ETF (FMUN) in Q2 2026, closing a stake of 7,911 shares — an estimated $393K sold.

Jeff Yass first reported a position in FMUN in Q2 2025 and held it in 4 quarters. The position peaked at $1.82M in Q2 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

Jeff Yass reported no remaining Fidelity Systematic Municipal Bond Index ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 7,911 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $393K.
Jeff Yass first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and held it in 4 quarters.
Jeff Yass's Fidelity Systematic Municipal Bond Index ETF position peaked at $1.82M in Q2 2025.
22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.