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

EP Wealth Advisors’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
2025 Q2	$211K	Buy	+4,347	New	+$210K	﹤0.01%	1222

Other funds holding HIMU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EP Wealth Advisors's HIMU Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q2 2025: 4,347 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings.

211 funds tracked by Wall St. Rank hold HIMU as of Q2 2025.

EP Wealth Advisors held 4,347 shares of iShares High Yield Muni Active ETF worth $211K as of Q2 2025.
iShares High Yield Muni Active ETF was a new EP Wealth Advisors position in Q2 2025.
iShares High Yield Muni Active ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1222 holding.
211 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.