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

Financial Synergies 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 Q2	$6.61M	Sell	132,800 -15,414	-10%	-$752K	0.56%	26
2026 Q1	$7.11M	Sell	148,214 -1,959	-1%	-$95.6K	0.68%	21
2025 Q4	$7.31M	Sell	150,173 -12,072	-7%	-$592K	0.71%	18
2025 Q3	$7.98M	Buy	162,245 +14,403	+10%	+$691K	0.81%	17
2025 Q2	$7.19M	Buy	147,842 +12,180	+9%	+$587K	0.78%	17
2025 Q1	$6.72M	Buy	+135,662	New	+$6.78M	0.82%	17

Other funds holding HIMU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Financial Synergies Wealth Advisors's HIMU Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares High Yield Muni Active ETF (HIMU) stake by 10% in Q2 2026, selling an estimated $752K and leaving 132,800 shares worth $6.61M. The position accounts for 0.56% of the portfolio, ranked #26.

Financial Synergies Wealth Advisors first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.98M in Q3 2025. 84 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Financial Synergies Wealth Advisors held 132,800 shares of iShares High Yield Muni Active ETF worth $6.61M as of Q2 2026.
Financial Synergies Wealth Advisors sold 15,414 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $752K.
iShares High Yield Muni Active ETF made up 0.56% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Financial Synergies Wealth Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Financial Synergies Wealth Advisors's iShares High Yield Muni Active ETF position peaked at $7.98M in Q3 2025.
84 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.