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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc's HIMU Position: Q2 2026 in Review

AssetMark Inc reduced its iShares High Yield Muni Active ETF (HIMU) stake by 53% in Q2 2026, selling an estimated $47.2K and leaving 861 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

AssetMark Inc first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 103 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

AssetMark Inc held 861 shares of iShares High Yield Muni Active ETF worth $42.9K as of Q2 2026.
AssetMark Inc sold 967 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $47.2K.
iShares High Yield Muni Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1885 holding.
AssetMark Inc first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
AssetMark Inc's iShares High Yield Muni Active ETF position peaked at $1.1M in Q4 2025.
103 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.