AE Wealth Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

AE Wealth Management’s Portfolio HIMU Stock Details HIMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$562K	Sell	11,290 -12,568	-53%	-$613K	﹤0.01%	1166
2026 Q1	$1.14M	Sell	23,858 -19,997	-46%	-$976K	0.01%	804
2025 Q4	$2.13M	Buy	43,855 +8,227	+23%	+$404K	0.01%	583
2025 Q3	$1.75M	Buy	35,628 +10,664	+43%	+$512K	0.01%	605
2025 Q2	$1.21M	Buy	24,964 +6,988	+39%	+$337K	0.01%	674
2025 Q1	$890K	Buy	+17,976	New	+$899K	0.01%	737

Other funds holding HIMU

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

AE Wealth Management's HIMU Position: Q2 2026 in Review

AE Wealth Management reduced its iShares High Yield Muni Active ETF (HIMU) stake by 53% in Q2 2026, selling an estimated $613K and leaving 11,290 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

AE Wealth Management first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

AE Wealth Management held 11,290 shares of iShares High Yield Muni Active ETF worth $562K as of Q2 2026.
AE Wealth Management sold 12,568 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $613K.
iShares High Yield Muni Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1166 holding.
AE Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
AE Wealth Management's iShares High Yield Muni Active ETF position peaked at $2.13M in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.