CWMK
HIMU

Caliber Wealth Management (Kansas)’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Caliber Wealth Management (Kansas)’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 		$313K Sell
6,292
-1,810
-22% -$88.3K 0.03% 236
2026
Q1 		$389K Sell
8,102
-791
-9% -$38.6K 0.04% 195
2025
Q4 		$433K Buy
8,893
+2,925
+49% +$143K 0.05% 185
2025
Q3 		$294K Buy
5,968
+1,714
+40% +$82.3K 0.03% 208
2025
Q2 		$207K Buy
+4,254
New +$205K 0.02% 270

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

Caliber Wealth Management (Kansas)'s HIMU Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares High Yield Muni Active ETF (HIMU) stake by 22% in Q2 2026, selling an estimated $88.3K and leaving 6,292 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #236.

Caliber Wealth Management (Kansas) first reported a position in HIMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $433K in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 6,292 shares of iShares High Yield Muni Active ETF worth $313K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,810 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $88.3K.
  • iShares High Yield Muni Active ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #236 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares High Yield Muni Active ETF position peaked at $433K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.