GWP
HIMU

Gen-Wealth Partners’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Gen-Wealth Partners’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 		– Sell
-502
Closed -$24.1K – 757
2026
Q1 		$24.1K Sell
502
-8,329
-94% -$406K 0.01% 456
2025
Q4 		$430K Buy
8,831
+2,681
+44% +$131K 0.14% 153
2025
Q3 		$303K Buy
6,150
+2,085
+51% +$100K 0.1% 200
2025
Q2 		$198K Buy
4,065
+700
+21% +$33.8K 0.08% 221
2025
Q1 		$167K Buy
+3,365
New +$168K 0.07% 226

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

Gen-Wealth Partners's HIMU Position: Q2 2026 in Review

Gen-Wealth Partners sold out of iShares High Yield Muni Active ETF (HIMU) in Q2 2026, closing a stake of 502 shares — an estimated $24.1K sold.

Gen-Wealth Partners first reported a position in HIMU in Q1 2025 and held it in 5 quarters. The position peaked at $430K in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Gen-Wealth Partners reported no remaining iShares High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 502 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $24.1K.
  • Gen-Wealth Partners first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 5 quarters.
  • Gen-Wealth Partners's iShares High Yield Muni Active ETF position peaked at $430K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.