CWAI
HIMU

Core Wealth Advisors (Indiana)’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Core Wealth Advisors (Indiana)’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 		– Sell
-5,136
Closed -$246K – 37
2026
Q1 		$246K Sell
5,136
-1,090
-18% -$53.2K 0.19% 30
2025
Q4 		$303K Buy
+6,226
New +$305K 0.24% 28

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

Core Wealth Advisors (Indiana)'s HIMU Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) sold out of iShares High Yield Muni Active ETF (HIMU) in Q2 2026, closing a stake of 5,136 shares — an estimated $246K sold.

Core Wealth Advisors (Indiana) first reported a position in HIMU in Q4 2025 and held it in 2 quarters. The position peaked at $303K in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Core Wealth Advisors (Indiana) reported no remaining iShares High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Advisors (Indiana) sold 5,136 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $246K.
  • Core Wealth Advisors (Indiana) first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and held it in 2 quarters.
  • Core Wealth Advisors (Indiana)'s iShares High Yield Muni Active ETF position peaked at $303K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.