Osaic Holdings
FMUN

Osaic Holdings’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Osaic Holdings’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 		$198K Sell
3,985
-23,056
-85% -$1.16M ﹤0.01% 4143
2025
Q4 		$1.36M Sell
27,041
-4,424
-14% -$222K ﹤0.01% 2416
2025
Q3 		$1.57M Sell
31,465
-4,456
-12% -$218K ﹤0.01% 2393
2025
Q2 		$1.75M Buy
+35,921
New +$1.74M ﹤0.01% 2015

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 $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $127M AUM
EFG
Embree Financial Group Chicago, Illinois $849M AUM 19.63% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return