SHIM
FMUN

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
Q2 		$142K Hold
2,821
– – 0.02% 119
2026
Q1 		$140K Buy
+2,821
New +$142K 0.03% 100

Other funds holding FMUN

RTC
Riverview Trust Company Vancouver, Washington $83.9M AUM 32.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
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

Stone House Investment Management's FMUN Position: Q2 2026 in Review

Stone House Investment Management held its Fidelity Systematic Municipal Bond Index ETF (FMUN) position steady in Q2 2026 at 2,821 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #119.

Stone House Investment Management first reported a position in FMUN in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

  • Stone House Investment Management held 2,821 shares of Fidelity Systematic Municipal Bond Index ETF worth $142K as of Q2 2026.
  • Stone House Investment Management left its Fidelity Systematic Municipal Bond Index ETF share count unchanged in Q2 2026.
  • Fidelity Systematic Municipal Bond Index ETF made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #119 holding.
  • Stone House Investment Management first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.