CIA
HIMU

Concurrent Investment Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Concurrent Investment Advisors’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 		$2.8M Sell
58,460
-110,186
-65% -$5.38M 0.03% 509
2025
Q4 		$8.21M Buy
168,646
+86,729
+106% +$4.25M 0.09% 228
2025
Q3 		$4.03M Buy
+81,917
New +$3.93M 0.07% 283

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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 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 $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concurrent Investment Advisors's HIMU Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its iShares High Yield Muni Active ETF (HIMU) stake by 65% in Q1 2026, selling an estimated $5.38M and leaving 58,460 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #509.

Concurrent Investment Advisors first reported a position in HIMU in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.21M in Q4 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Concurrent Investment Advisors held 58,460 shares of iShares High Yield Muni Active ETF worth $2.8M as of Q1 2026.
  • Concurrent Investment Advisors sold 110,186 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $5.38M.
  • iShares High Yield Muni Active ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #509 holding.
  • Concurrent Investment Advisors first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's iShares High Yield Muni Active ETF position peaked at $8.21M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.