Ehrlich Financial Group
HIMU icon

Ehrlich Financial Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Ehrlich Financial 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
-5,149
Closed -$256K – 132
2026
Q2 		$256K Sell
5,149
-16,496
-76% -$805K 0.13% 107
2026
Q1 		$1.04M Sell
21,645
-990
-4% -$48.3K 0.6% 46
2025
Q4 		$1.1M Buy
22,635
+7,832
+53% +$384K 0.63% 42
2025
Q3 		$728K Buy
14,803
+4,755
+47% +$228K 0.43% 55
2025
Q2 		$489K Buy
+10,048
New +$485K 0.32% 65

Other funds holding HIMU

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Ehrlich Financial Group's HIMU Position: Q3 2026 in Review

Ehrlich Financial Group sold out of iShares High Yield Muni Active ETF (HIMU) in Q3 2026, closing a stake of 5,149 shares — an estimated $256K sold.

Ehrlich Financial Group first reported a position in HIMU in Q2 2025 and held it in 5 quarters. The position peaked at $1.1M in Q4 2025. 56 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

  • Ehrlich Financial Group reported no remaining iShares High Yield Muni Active ETF position as of Q3 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 5,149 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $256K.
  • Ehrlich Financial Group first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and held it in 5 quarters.
  • Ehrlich Financial Group's iShares High Yield Muni Active ETF position peaked at $1.1M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.