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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.03M Buy
40,842
+191
+0.5% +$9.32K 0.53% 22
2026
Q1
$1.95M Buy
40,651
+8,516
+27% +$415K 0.6% 21
2025
Q4
$1.56M Buy
32,135
+3,104
+11% +$152K 0.47% 26
2025
Q3
$1.43M Sell
29,031
-1,153
-4% -$55.3K 0.45% 26
2025
Q2
$1.47M Buy
+30,184
New +$1.46M 0.51% 25

Other funds holding HIMU

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

Cherrydale Wealth Management increased its iShares High Yield Muni Active ETF (HIMU) stake by 0.47% in Q2 2026, buying an estimated $9.32K and bringing the position to 40,842 shares worth $2.03M. The position accounts for 0.53% of the portfolio, ranked #22.

Cherrydale Wealth Management first reported a position in HIMU in Q2 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Cherrydale Wealth Management held 40,842 shares of iShares High Yield Muni Active ETF worth $2.03M as of Q2 2026.
  • Cherrydale Wealth Management bought 191 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $9.32K.
  • iShares High Yield Muni Active ETF made up 0.53% of Cherrydale Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Cherrydale Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

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