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 Q2	$3.82M	Sell	75,697 -4,683	-6%	-$235K	﹤0.01%	3052
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 $83.9M AUM 32.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

LPL Financial's FMUN Position: Q2 2026 in Review

LPL Financial reduced its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 5.8% in Q2 2026, selling an estimated $235K and leaving 75,697 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

LPL Financial first reported a position in FMUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.64M in Q2 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

LPL Financial held 75,697 shares of Fidelity Systematic Municipal Bond Index ETF worth $3.82M as of Q2 2026.
LPL Financial sold 4,683 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $235K.
Fidelity Systematic Municipal Bond Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3052 holding.
LPL Financial first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 5 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 Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.