EP Wealth Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$539K Buy
+10,819
New +$528K ﹤0.01% 1000
2025
Q2
$211K Buy
+4,347
New +$210K ﹤0.01% 1222

Other funds holding HIMU

EP Wealth Advisors's HIMU Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q2 2026: 10,819 shares worth $539K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in HIMU as recently as Q2 2025.

EP Wealth Advisors first reported a position in HIMU in Q2 2025 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • EP Wealth Advisors held 10,819 shares of iShares High Yield Muni Active ETF worth $539K as of Q2 2026.
  • iShares High Yield Muni Active ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares High Yield Muni Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1000 holding.
  • EP Wealth Advisors first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.