CWM
HIMU

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

Castle 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
2026
Q2 		$261K Hold
5,248
– – 0.08% 126
2026
Q1 		$252K Hold
5,248
– – 0.08% 117
2025
Q4 		$255K Hold
5,248
– – 0.08% 113
2025
Q3 		$258K Buy
+5,248
New +$252K 0.09% 110

Other funds holding HIMU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Castle Wealth Management's HIMU Position: Q2 2026 in Review

Castle Wealth Management held its iShares High Yield Muni Active ETF (HIMU) position steady in Q2 2026 at 5,248 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #126.

Castle Wealth Management first reported a position in HIMU in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Castle Wealth Management held 5,248 shares of iShares High Yield Muni Active ETF worth $261K as of Q2 2026.
  • Castle Wealth Management left its iShares High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares High Yield Muni Active ETF made up 0.08% of Castle Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Castle Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.