Cahill Financial Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Cahill Financial Advisors’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 Q1	$1.3M	Sell	27,181 -650	-2%	-$31.7K	0.14%	109
2025 Q4	$1.35M	Buy	27,831 +9,996	+56%	+$490K	0.15%	102
2025 Q3	$877K	Buy	17,835 +5,430	+44%	+$261K	0.1%	139
2025 Q2	$603K	Buy	12,405 +5,742	+86%	+$277K	0.07%	148
2025 Q1	$330K	Buy	+6,663	New	+$333K	0.04%	206

Other funds holding HIMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cahill Financial Advisors's HIMU Position: Q1 2026 in Review

Cahill Financial Advisors reduced its iShares High Yield Muni Active ETF (HIMU) stake by 2.3% in Q1 2026, selling an estimated $31.7K and leaving 27,181 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #109.

Cahill Financial Advisors first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q4 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

Cahill Financial Advisors held 27,181 shares of iShares High Yield Muni Active ETF worth $1.3M as of Q1 2026.
Cahill Financial Advisors sold 650 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $31.7K.
iShares High Yield Muni Active ETF made up 0.14% of Cahill Financial Advisors's portfolio in Q1 2026, its #109 holding.
Cahill Financial Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
Cahill Financial Advisors's iShares High Yield Muni Active ETF position peaked at $1.35M in Q4 2025.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.