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

Cypress Wealth Services’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	$368K	Sell	8,103 -482	-6%	-$23.2K	0.04%	290
2026 Q2	$428K	Buy	8,585 +3,626	+73%	+$177K	0.05%	268
2026 Q1	$238K	Sell	4,959 -388	-7%	-$18.9K	0.03%	347
2025 Q4	$260K	Buy	5,347 +763	+17%	+$37.4K	0.04%	332
2025 Q3	$225K	Buy	+4,584	New	+$220K	0.04%	306

Other funds holding HIMU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Droms Strauss Advisors St. Louis, Missouri $433M AUM 15.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Cypress Wealth Services's HIMU Position: Q3 2026 in Review

Cypress Wealth Services reduced its iShares High Yield Muni Active ETF (HIMU) stake by 5.6% in Q3 2026, selling an estimated $23.2K and leaving 8,103 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #290.

Cypress Wealth Services first reported a position in HIMU in Q3 2025 and has held it in 5 quarters since. The position peaked at $428K in Q2 2026. 133 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Cypress Wealth Services held 8,103 shares of iShares High Yield Muni Active ETF worth $368K as of Q3 2026.
Cypress Wealth Services sold 482 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $23.2K.
iShares High Yield Muni Active ETF made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #290 holding.
Cypress Wealth Services first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 5 quarters since.
Cypress Wealth Services's iShares High Yield Muni Active ETF position peaked at $428K in Q2 2026.
133 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.