ADL
HIMU

Asset Dedication LLC’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Asset Dedication LLC’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 		$5.33K Buy
107
+1
+0.9% +$49 ﹤0.01% 896
2026
Q1 		$5.09K Buy
+106
New +$5.17K ﹤0.01% 862

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

Asset Dedication LLC's HIMU Position: Q2 2026 in Review

Asset Dedication LLC increased its iShares High Yield Muni Active ETF (HIMU) stake by 0.94% in Q2 2026, buying an estimated $49 and bringing the position to 107 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Asset Dedication LLC first reported a position in HIMU in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Asset Dedication LLC held 107 shares of iShares High Yield Muni Active ETF worth $5.33K as of Q2 2026.
  • Asset Dedication LLC bought 1 iShares High Yield Muni Active ETF share in Q2 2026, an estimated $49.
  • iShares High Yield Muni Active ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #896 holding.
  • Asset Dedication LLC first reported a position in iShares High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.