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

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

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. 35 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.
  • 35 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.