Carson Wealth (CWM LLC)
HIMU

Carson Wealth (CWM LLC)’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.43M Buy
154,763
+12,998
+9% +$634K 0.02% 659
2025
Q4 		$6.9M Buy
141,765
+5,253
+4% +$258K 0.02% 656
2025
Q3 		$6.71M Buy
136,512
+48,337
+55% +$2.32M 0.02% 605
2025
Q2 		$4.29M Buy
88,175
+7,777
+10% +$375K 0.02% 642
2025
Q1 		$3.98M Buy
+80,398
New +$4.02M 0.02% 590

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

Carson Wealth (CWM LLC)'s HIMU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares High Yield Muni Active ETF (HIMU) stake by 9.2% in Q1 2026, buying an estimated $634K and bringing the position to 154,763 shares worth $7.43M. The position accounts for 0.02% of the portfolio, ranked #659.

Carson Wealth (CWM LLC) first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 154,763 shares of iShares High Yield Muni Active ETF worth $7.43M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,998 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $634K.
  • iShares High Yield Muni Active ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #659 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.