EFG
HIMU

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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Ehrlich Financial Group's HIMU Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares High Yield Muni Active ETF (HIMU) stake by 76% in Q2 2026, selling an estimated $805K and leaving 5,149 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #107.

Ehrlich Financial Group first reported a position in HIMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Ehrlich Financial Group held 5,149 shares of iShares High Yield Muni Active ETF worth $256K as of Q2 2026.
  • Ehrlich Financial Group sold 16,496 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $805K.
  • iShares High Yield Muni Active ETF made up 0.13% of Ehrlich Financial Group's portfolio in Q2 2026, its #107 holding.
  • Ehrlich Financial Group first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Ehrlich Financial Group's iShares High Yield Muni Active ETF position peaked at $1.1M in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.