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 Q3	–	Sell	-250	Closed	-$12.2K	–	1827
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

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Cornerstone Planning Group's HIMU Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares High Yield Muni Active ETF (HIMU) in Q3 2026, closing a stake of 250 shares — an estimated $12.2K sold.

Cornerstone Planning Group first reported a position in HIMU in Q1 2025 and held it in 6 quarters. The position peaked at $490K in Q4 2025. 44 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares High Yield Muni Active ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 250 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $12.2K.
Cornerstone Planning Group first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 6 quarters.
Cornerstone Planning Group's iShares High Yield Muni Active ETF position peaked at $490K in Q4 2025.
44 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.