CreativeOne Wealth’s iShares High Yield Muni Active ETF HIMU Stock Holding History

CreativeOne Wealth’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	–	Sell	-21,111	Closed	-$1.03M	–	1284
2025 Q4	$1.03M	Buy	21,111 +57	+0.3%	+$2.8K	0.02%	548
2025 Q3	$1.04M	Buy	21,054 +2,037	+11%	+$97.8K	0.03%	536
2025 Q2	$925K	Buy	+19,017	New	+$917K	0.02%	555

Other funds holding HIMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CreativeOne Wealth's HIMU Position: Q1 2026 in Review

CreativeOne Wealth sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 21,111 shares — an estimated $1.03M sold.

CreativeOne Wealth first reported a position in HIMU in Q2 2025 and held it in 3 quarters. The position peaked at $1.04M in Q3 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

CreativeOne Wealth reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 21,111 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $1.03M.
CreativeOne Wealth first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and held it in 3 quarters.
CreativeOne Wealth's iShares High Yield Muni Active ETF position peaked at $1.04M in Q3 2025.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.