Cornerstone Planning Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Cornerstone Planning Group’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	$12.2K	Buy	250 +2	+0.8%	+$98	﹤0.01%	830
2026 Q1	$12K	Sell	248 -9,747	-98%	-$476K	﹤0.01%	840
2025 Q4	$490K	Buy	9,995 +329	+3%	+$16.1K	0.08%	84
2025 Q3	$476K	Buy	9,666 +9,528	+6,904%	+$457K	0.08%	86
2025 Q2	$6.59K	Sell	138 -47	-25%	-$2.27K	﹤0.01%	656
2025 Q1	$8.88K	Buy	+185	New	+$9.25K	﹤0.01%	605

Other funds holding HIMU

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cornerstone Planning Group's HIMU Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares High Yield Muni Active ETF (HIMU) stake by 0.81% in Q2 2026, buying an estimated $98 and bringing the position to 250 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Cornerstone Planning Group first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $490K in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Cornerstone Planning Group held 250 shares of iShares High Yield Muni Active ETF worth $12.2K as of Q2 2026.
Cornerstone Planning Group bought 2 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $98.
iShares High Yield Muni Active ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #830 holding.
Cornerstone Planning Group first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Cornerstone Planning Group's iShares High Yield Muni Active ETF position peaked at $490K in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.