Stone House Investment Management’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

Stone House Investment Management’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	$140K	Buy	+2,821	New	+$142K	0.03%	100

Other funds holding FMUN

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 New York $93.1B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Life Planning Partners Jacksonville, Florida $131M AUM 16.11% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM

Embree Financial Group Chicago, Illinois $849M AUM 19.63% 1-Year Est. Return

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

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return