CFG
HIMU

Carr Financial Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Carr Financial Group’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
Q4 		– Sell
-15,303
Closed -$753K – 209
2025
Q3 		$753K Sell
15,303
-7,714
-34% -$370K 0.21% 77
2025
Q2 		$1.12M Sell
23,017
-14,628
-39% -$705K 0.33% 57
2025
Q1 		$1.86M Buy
+37,645
New +$1.88M 0.61% 32

Other funds holding HIMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carr Financial Group's HIMU Position: Q4 2025 in Review

Carr Financial Group sold out of iShares High Yield Muni Active ETF (HIMU) in Q4 2025, closing a stake of 15,303 shares — an estimated $753K sold.

Carr Financial Group first reported a position in HIMU in Q1 2025 and held it in 3 quarters. The position peaked at $1.86M in Q1 2025. 266 funds tracked by Wall St. Rank hold HIMU as of Q4 2025.

  • Carr Financial Group reported no remaining iShares High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
  • Carr Financial Group sold 15,303 iShares High Yield Muni Active ETF shares in Q4 2025, an estimated $753K.
  • Carr Financial Group first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 3 quarters.
  • Carr Financial Group's iShares High Yield Muni Active ETF position peaked at $1.86M in Q1 2025.
  • 266 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q4 2025.

Based on Carr Financial Group's 13F filing for Q4 2025, filed 9 Jan 2026.