CIA
HIMU

Cape Investment Advisory’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Cape Investment Advisory’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 		– Sell
-595
Closed -$29K – 1295
2025
Q4 		$29K Buy
595
+137
+30% +$6.72K 0.01% 534
2025
Q3 		$22.5K Buy
458
+209
+84% +$10K 0.02% 308
2025
Q2 		$12.1K Buy
249
+49
+25% +$2.36K ﹤0.01% 603
2025
Q1 		$9.91K Buy
+200
New +$10K ﹤0.01% 602

Other funds holding HIMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cape Investment Advisory's HIMU Position: Q1 2026 in Review

Cape Investment Advisory sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 595 shares — an estimated $29K sold.

Cape Investment Advisory first reported a position in HIMU in Q1 2025 and held it in 4 quarters. The position peaked at $29K in Q4 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Cape Investment Advisory reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 595 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $29K.
  • Cape Investment Advisory first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 4 quarters.
  • Cape Investment Advisory's iShares High Yield Muni Active ETF position peaked at $29K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.