CPG
HIMU

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
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

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

Cornerstone Planning Group's HIMU Position: Q1 2026 in Review

Cornerstone Planning Group reduced its iShares High Yield Muni Active ETF (HIMU) stake by 98% in Q1 2026, selling an estimated $476K and leaving 248 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Cornerstone Planning Group first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $490K in Q4 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Cornerstone Planning Group held 248 shares of iShares High Yield Muni Active ETF worth $12K as of Q1 2026.
  • Cornerstone Planning Group sold 9,747 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $476K.
  • iShares High Yield Muni Active ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #840 holding.
  • Cornerstone Planning Group first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's iShares High Yield Muni Active ETF position peaked at $490K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.