AssetMark Inc’s iShares High Yield Muni Active ETF HIMU Stock Holding History

AssetMark Inc’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 Q3	$6.94K	Sell	152 -709	-82%	-$34.1K	﹤0.01%	2647
2026 Q2	$42.9K	Sell	861 -967	-53%	-$47.2K	﹤0.01%	1885
2026 Q1	$87.7K	Sell	1,828 -20,815	-92%	-$1.02M	﹤0.01%	1587
2025 Q4	$1.1M	Buy	22,643 +1,934	+9%	+$94.9K	﹤0.01%	996
2025 Q3	$1.02M	Buy	20,709 +9,465	+84%	+$454K	﹤0.01%	966
2025 Q2	$547K	Buy	11,244 +3,230	+40%	+$156K	﹤0.01%	1031
2025 Q1	$397K	Buy	+8,014	New	+$401K	﹤0.01%	1029

Other funds holding HIMU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Droms Strauss Advisors St. Louis, Missouri $433M AUM 15.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc's HIMU Position: Q3 2026 in Review

AssetMark Inc reduced its iShares High Yield Muni Active ETF (HIMU) stake by 82% in Q3 2026, selling an estimated $34.1K and leaving 152 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

AssetMark Inc first reported a position in HIMU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 140 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

AssetMark Inc held 152 shares of iShares High Yield Muni Active ETF worth $6.94K as of Q3 2026.
AssetMark Inc sold 709 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $34.1K.
iShares High Yield Muni Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2647 holding.
AssetMark Inc first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 7 quarters since.
AssetMark Inc's iShares High Yield Muni Active ETF position peaked at $1.1M in Q4 2025.
140 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.