Foundry Financial Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Foundry Financial Group’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	$410K	Buy	8,227 +607	+8%	+$29.6K	0.18%	50
2026 Q1	$366K	Hold	7,620	–	–	0.18%	48
2025 Q4	$371K	Hold	7,620	–	–	0.19%	47
2025 Q3	$375K	Sell	7,620 -301	-4%	-$14.4K	0.2%	46
2025 Q2	$385K	Buy	7,921 +814	+11%	+$39.3K	0.22%	43
2025 Q1	$352K	Buy	+7,107	New	+$355K	0.22%	45

Other funds holding HIMU

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Foundry Financial Group's HIMU Position: Q2 2026 in Review

Foundry Financial Group increased its iShares High Yield Muni Active ETF (HIMU) stake by 8% in Q2 2026, buying an estimated $29.6K and bringing the position to 8,227 shares worth $410K. The position accounts for 0.18% of the portfolio, ranked #50.

Foundry Financial Group 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.

Foundry Financial Group held 8,227 shares of iShares High Yield Muni Active ETF worth $410K as of Q2 2026.
Foundry Financial Group bought 607 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $29.6K.
iShares High Yield Muni Active ETF made up 0.18% of Foundry Financial Group's portfolio in Q2 2026, its #50 holding.
Foundry Financial Group 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 Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.