CWS
HIMU

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's HIMU Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares High Yield Muni Active ETF (HIMU) stake by 73% in Q2 2026, buying an estimated $177K and bringing the position to 8,585 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #268.

Cypress Wealth Services first reported a position in HIMU in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Cypress Wealth Services held 8,585 shares of iShares High Yield Muni Active ETF worth $428K as of Q2 2026.
  • Cypress Wealth Services bought 3,626 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $177K.
  • iShares High Yield Muni Active ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #268 holding.
  • Cypress Wealth Services first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.