CWP
HIMU

Concord Wealth Partners’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Concord Wealth Partners’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
2025
Q2 		– Sell
-9
Closed -$446 – 908
2025
Q1 		$446 Buy
+9
New +$450 ﹤0.01% 765

Other funds holding HIMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concord Wealth Partners's HIMU Position: Q2 2025 in Review

Concord Wealth Partners sold out of iShares High Yield Muni Active ETF (HIMU) in Q2 2025, closing a stake of 9 shares — an estimated $446 sold.

Concord Wealth Partners first reported a position in HIMU in Q1 2025 and held it in 1 quarter. The position peaked at $446 in Q1 2025. 211 funds tracked by Wall St. Rank hold HIMU as of Q2 2025.

  • Concord Wealth Partners reported no remaining iShares High Yield Muni Active ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 9 iShares High Yield Muni Active ETF shares in Q2 2025, an estimated $446.
  • Concord Wealth Partners first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's iShares High Yield Muni Active ETF position peaked at $446 in Q1 2025.
  • 211 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.