FIA
HIMU

Foundations Investment Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Foundations Investment 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 		$233K Sell
4,684
-3,505
-43% -$171K ﹤0.01% 1076
2026
Q1 		$393K Sell
8,189
-73,706
-90% -$3.6M ﹤0.01% 801
2025
Q4 		$3.99M Buy
81,895
+20,337
+33% +$998K 0.05% 252
2025
Q3 		$3.03M Buy
61,558
+34,895
+131% +$1.67M 0.04% 269
2025
Q2 		$1.3M Buy
26,663
+10,113
+61% +$488K 0.02% 374
2025
Q1 		$820K Buy
+16,550
New +$828K 0.02% 453

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

Foundations Investment Advisors's HIMU Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares High Yield Muni Active ETF (HIMU) stake by 43% in Q2 2026, selling an estimated $171K and leaving 4,684 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Foundations Investment Advisors first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.99M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Foundations Investment Advisors held 4,684 shares of iShares High Yield Muni Active ETF worth $233K as of Q2 2026.
  • Foundations Investment Advisors sold 3,505 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $171K.
  • iShares High Yield Muni Active ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1076 holding.
  • Foundations Investment Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Foundations Investment Advisors's iShares High Yield Muni Active ETF position peaked at $3.99M in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.