CFS
HIMU

Compass Financial Services’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Compass Financial Services’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
-3,262
Closed -$159K – 295
2025
Q4 		$159K Hold
3,262
– – 0.07% 57
2025
Q3 		$160K Sell
3,262
-4,134
-56% -$198K 0.07% 57
2025
Q2 		$360K Buy
7,396
+25
+0.3% +$1.21K 0.17% 37
2025
Q1 		$365K Buy
+7,371
New +$369K 0.19% 31

Other funds holding HIMU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 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 $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Services's HIMU Position: Q1 2026 in Review

Compass Financial Services sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 3,262 shares — an estimated $159K sold.

Compass Financial Services first reported a position in HIMU in Q1 2025 and held it in 4 quarters. The position peaked at $365K in Q1 2025. 232 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Compass Financial Services reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 3,262 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $159K.
  • Compass Financial Services first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's iShares High Yield Muni Active ETF position peaked at $365K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.