EFS
HIMU

Essex Financial Services’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Essex Financial Services’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 		$982K Hold
19,710
– – 0.05% 322
2026
Q1 		$946K Hold
19,710
– – 0.05% 306
2025
Q4 		$959K Hold
19,710
– – 0.05% 290
2025
Q3 		$970K Hold
19,710
– – 0.06% 274
2025
Q2 		$958K Hold
19,710
– – 0.06% 261
2025
Q1 		$976K Buy
+19,710
New +$986K 0.07% 233

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

Essex Financial Services's HIMU Position: Q2 2026 in Review

Essex Financial Services held its iShares High Yield Muni Active ETF (HIMU) position steady in Q2 2026 at 19,710 shares worth $982K. The position accounts for 0.05% of the portfolio, ranked #322.

Essex Financial Services first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Essex Financial Services held 19,710 shares of iShares High Yield Muni Active ETF worth $982K as of Q2 2026.
  • Essex Financial Services left its iShares High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares High Yield Muni Active ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #322 holding.
  • Essex Financial Services first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.