CAWM
HIMU

Capital A Wealth Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Capital A Wealth Management’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 		– Sell
-1,014
Closed -$50.2K – 883
2025
Q1 		$50.2K Buy
+1,014
New +$50.7K 0.05% 147

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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital A Wealth Management's HIMU Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares High Yield Muni Active ETF (HIMU) in Q2 2025, closing a stake of 1,014 shares — an estimated $50.2K sold.

Capital A Wealth Management first reported a position in HIMU in Q1 2025 and held it in 1 quarter. The position peaked at $50.2K in Q1 2025. 211 funds tracked by Wall St. Rank hold HIMU as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,014 iShares High Yield Muni Active ETF shares in Q2 2025, an estimated $50.2K.
  • Capital A Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's iShares High Yield Muni Active ETF position peaked at $50.2K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.