TD Capital Management’s Fidelity Systematic Municipal Bond Index ETF FMUN Stock Holding History

TD Capital 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	–	Sell	-3,540	Closed	-$176K	–	868
2026 Q1	$176K	Buy	3,540 +28	+0.8%	+$1.41K	0.02%	142
2025 Q4	$176K	Buy	3,512 +29	+0.8%	+$1.46K	0.02%	136
2025 Q3	$174K	Buy	3,483 +30	+0.9%	+$1.47K	0.02%	133
2025 Q2	$168K	Buy	+3,453	New	+$168K	0.02%	132

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

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

TD Capital Management's FMUN Position: Q2 2026 in Review

TD Capital Management sold out of Fidelity Systematic Municipal Bond Index ETF (FMUN) in Q2 2026, closing a stake of 3,540 shares — an estimated $176K sold.

TD Capital Management first reported a position in FMUN in Q2 2025 and held it in 4 quarters. The position peaked at $176K in Q4 2025. 22 funds tracked by Wall St. Rank hold FMUN as of Q2 2026.

TD Capital Management reported no remaining Fidelity Systematic Municipal Bond Index ETF position as of Q2 2026 after selling out during the quarter.
TD Capital Management sold 3,540 Fidelity Systematic Municipal Bond Index ETF shares in Q2 2026, an estimated $176K.
TD Capital Management first reported a position in Fidelity Systematic Municipal Bond Index ETF in Q2 2025 and held it in 4 quarters.
TD Capital Management's Fidelity Systematic Municipal Bond Index ETF position peaked at $176K in Q4 2025.
22 funds tracked by Wall St. Rank held Fidelity Systematic Municipal Bond Index ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.