LPL Financial
FMUN

LPL Financial’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

LPL Financial’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
Q1 		$3.99M Sell
80,380
-7,715
-9% -$390K ﹤0.01% 2841
2025
Q4 		$4.43M Sell
88,095
-13,579
-13% -$682K ﹤0.01% 2636
2025
Q3 		$5.07M Sell
101,674
-34,902
-26% -$1.71M ﹤0.01% 2448
2025
Q2 		$6.64M Buy
+136,576
New +$6.63M ﹤0.01% 2077

Other funds holding FMUN

RTC
Riverview Trust Company Vancouver, Washington $81.2M AUM 18.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPP
Life Planning Partners Jacksonville, Florida $131M AUM 16.11% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $132M AUM
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

LPL Financial's FMUN Position: Q1 2026 in Review

LPL Financial reduced its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 8.8% in Q1 2026, selling an estimated $390K and leaving 80,380 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

LPL Financial first reported a position in FMUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.64M in Q2 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q1 2026.

  • LPL Financial held 80,380 shares of Fidelity Systematic Municipal Bond Index ETF worth $3.99M as of Q1 2026.
  • LPL Financial sold 7,715 Fidelity Systematic Municipal Bond Index ETF shares in Q1 2026, an estimated $390K.
  • Fidelity Systematic Municipal Bond Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2841 holding.
  • LPL Financial first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's Fidelity Systematic Municipal Bond Index ETF position peaked at $6.64M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.