EWA
HIMU

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

EverSource 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
2026
Q1 		– Sell
-169
Closed -$8.23K – 4525
2025
Q4 		$8.23K Buy
169
+42
+33% +$2.06K ﹤0.01% 2895
2025
Q3 		$6.25K Buy
127
+103
+429% +$4.94K ﹤0.01% 3050
2025
Q2 		$1.17K Sell
24
-89
-79% -$4.29K ﹤0.01% 3688
2025
Q1 		$5.6K Buy
+113
New +$5.65K ﹤0.01% 2440

Other funds holding HIMU

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

EverSource Wealth Advisors's HIMU Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 169 shares — an estimated $8.23K sold.

EverSource Wealth Advisors first reported a position in HIMU in Q1 2025 and held it in 4 quarters. The position peaked at $8.23K in Q4 2025. 232 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 169 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $8.23K.
  • EverSource Wealth Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's iShares High Yield Muni Active ETF position peaked at $8.23K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.