LPP
FMUN

Life Planning Partners’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Life Planning 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 		$1.94M Sell
38,530
-6,238
-14% -$313K 1.44% 19
2026
Q1 		$2.22M Sell
44,768
-2,938
-6% -$148K 1.7% 18
2025
Q4 		$2.4M Sell
47,706
-5,904
-11% -$297K 1.84% 15
2025
Q3 		$2.67M Sell
53,610
-3,894
-7% -$191K 1.95% 13
2025
Q2 		$2.8M Buy
+57,504
New +$2.79M 2.23% 10

Other funds holding FMUN

RTC
Riverview Trust Company Vancouver, Washington $83.9M AUM 32.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Life Planning Partners's FMUN Position: Q2 2026 in Review

Life Planning Partners reduced its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 14% in Q2 2026, selling an estimated $313K and leaving 38,530 shares worth $1.94M. The position accounts for 1.44% of the portfolio, ranked #19.

Life Planning Partners first reported a position in FMUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q2 2025. 13 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

  • Life Planning Partners held 38,530 shares of Fidelity Systematic Municipal Bond Index ETF worth $1.94M as of Q2 2026.
  • Life Planning Partners sold 6,238 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $313K.
  • Fidelity Systematic Municipal Bond Index ETF made up 1.44% of Life Planning Partners's portfolio in Q2 2026, its #19 holding.
  • Life Planning Partners first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Life Planning Partners's Fidelity Systematic Municipal Bond Index ETF position peaked at $2.8M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.