Riverview Trust Company’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Riverview Trust Company’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	$14.6M	Sell	289,629 -61,836	-18%	-$3.1M	17.39%	1
2026 Q1	$17.4M	Hold	351,465	–	–	21.48%	1
2025 Q4	$17.7M	Sell	351,465 -10,667	-3%	-$536K	21.26%	1
2025 Q3	$18M	Sell	362,132 -25,289	-7%	-$1.24M	21.8%	1
2025 Q2	$18.8M	Buy	+387,421	New	+$18.8M	23.45%	1

Other funds holding FMUN

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

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

Riverview Trust Company's FMUN Position: Q2 2026 in Review

Riverview Trust Company reduced its Fidelity Systematic Municipal Bond Index ETF (FMUN) stake by 18% in Q2 2026, selling an estimated $3.1M and leaving 289,629 shares worth $14.6M. The position accounts for 17.39% of the portfolio, ranked #1.

Riverview Trust Company first reported a position in FMUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.8M in Q2 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

Riverview Trust Company held 289,629 shares of Fidelity Systematic Municipal Bond Index ETF worth $14.6M as of Q2 2026.
Riverview Trust Company sold 61,836 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $3.1M.
Fidelity Systematic Municipal Bond Index ETF made up 17.39% of Riverview Trust Company's portfolio in Q2 2026, its #1 holding.
Riverview Trust Company first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and has held it in 5 quarters since.
Riverview Trust Company's Fidelity Systematic Municipal Bond Index ETF position peaked at $18.8M in Q2 2025.
22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.