AG
HIMU

Ascent Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Ascent Group’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 		$305K Sell
6,127
-371
-6% -$18.1K 0.01% 659
2026
Q1 		$312K Sell
6,498
-52,761
-89% -$2.57M 0.01% 615
2025
Q4 		$2.88M Sell
59,259
-47,447
-44% -$2.33M 0.1% 197
2025
Q3 		$5.25M Buy
106,706
+28,548
+37% +$1.37M 0.19% 115
2025
Q2 		$3.8M Sell
78,158
-584
-0.7% -$28.2K 0.15% 140
2025
Q1 		$3.9M Buy
+78,742
New +$3.94M 0.17% 129

Other funds holding HIMU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
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

Ascent Group's HIMU Position: Q2 2026 in Review

Ascent Group reduced its iShares High Yield Muni Active ETF (HIMU) stake by 5.7% in Q2 2026, selling an estimated $18.1K and leaving 6,127 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #659.

Ascent Group first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.25M in Q3 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Ascent Group held 6,127 shares of iShares High Yield Muni Active ETF worth $305K as of Q2 2026.
  • Ascent Group sold 371 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $18.1K.
  • iShares High Yield Muni Active ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #659 holding.
  • Ascent Group first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Ascent Group's iShares High Yield Muni Active ETF position peaked at $5.25M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.