RTC
FMUN

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
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
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
LPL Financial
LPL Financial San Diego, California $377B 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 $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 $183M AUM 14.81% 1-Year Est. Return

Riverview Trust Company's FMUN Position: Q1 2026 in Review

Riverview Trust Company held its Fidelity Systematic Municipal Bond Index ETF (FMUN) position steady in Q1 2026 at 351,465 shares worth $17.4M. The position accounts for 21.48% of the portfolio, ranked #1.

Riverview Trust Company first reported a position in FMUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.8M in Q2 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q1 2026.

  • Riverview Trust Company held 351,465 shares of Fidelity Systematic Municipal Bond Index ETF worth $17.4M as of Q1 2026.
  • Riverview Trust Company left its Fidelity Systematic Municipal Bond Index ETF share count unchanged in Q1 2026.
  • Fidelity Systematic Municipal Bond Index ETF made up 21.48% of Riverview Trust Company's portfolio in Q1 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 4 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 Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.