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 Q2	$1.29M	Buy	25,617 +21,632	+543%	+$1.08M	﹤0.01%	2740
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 $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

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

Osaic Holdings's FMUN Position: Q2 2026 in Review

Osaic Holdings increased its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 543% in Q2 2026, buying an estimated $1.08M and bringing the position to 25,617 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Osaic Holdings first reported a position in FMUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q2 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

Osaic Holdings held 25,617 shares of Fidelity Systematic Municipal Bond Index ETF worth $1.29M as of Q2 2026.
Osaic Holdings bought 21,632 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $1.08M.
Fidelity Systematic Municipal Bond Index ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2740 holding.
Osaic Holdings first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 5 quarters since.
Osaic Holdings's Fidelity Systematic Municipal Bond Index ETF position peaked at $1.75M in Q2 2025.
22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.