AWS
HIMU

Atria Wealth Solutions’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$977K Sell
20,081
-19,782
-50% -$954K 0.02% 642
2025
Q1 		$1.97M Buy
+39,863
New +$1.99M 0.02% 639

Other funds holding HIMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's HIMU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares High Yield Muni Active ETF (HIMU) stake by 50% in Q2 2025, selling an estimated $954K and leaving 20,081 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #642.

Atria Wealth Solutions first reported a position in HIMU in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.97M in Q1 2025. 211 funds tracked by Wall St. Rank hold HIMU as of Q2 2025.

  • Atria Wealth Solutions held 20,081 shares of iShares High Yield Muni Active ETF worth $977K as of Q2 2025.
  • Atria Wealth Solutions sold 19,782 iShares High Yield Muni Active ETF shares in Q2 2025, an estimated $954K.
  • iShares High Yield Muni Active ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #642 holding.
  • Atria Wealth Solutions first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's iShares High Yield Muni Active ETF position peaked at $1.97M in Q1 2025.
  • 211 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.