CSPIA
HIMU

Cary Street Partners Investment Advisory’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Cary Street Partners 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
-4,897
Closed -$238K – 727
2025
Q4 		$238K Buy
+4,897
New +$240K 0.06% 293

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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 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 $424B AUM 22.96% 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
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's HIMU Position: Q1 2026 in Review

Cary Street Partners Investment Advisory sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 4,897 shares — an estimated $238K sold.

Cary Street Partners Investment Advisory first reported a position in HIMU in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 232 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Cary Street Partners Investment Advisory reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 4,897 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $238K.
  • Cary Street Partners Investment Advisory first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares High Yield Muni Active ETF position peaked at $238K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.