Golden State Wealth Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Golden State Wealth Management’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	$28.8K	Buy	579 +4	+0.7%	+$195	﹤0.01%	872
2026 Q1	$27.6K	Sell	575 -7	-1%	-$341	﹤0.01%	837
2025 Q4	$28.3K	Buy	582 +52	+10%	+$2.55K	﹤0.01%	837
2025 Q3	$26.1K	Buy	530 +47	+10%	+$2.26K	﹤0.01%	852
2025 Q2	$23.5K	Buy	483 +160	+50%	+$7.72K	﹤0.01%	845
2025 Q1	$16K	Buy	+323	New	+$16.2K	﹤0.01%	855

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

Golden State Wealth Management's HIMU Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares High Yield Muni Active ETF (HIMU) stake by 0.7% in Q2 2026, buying an estimated $195 and bringing the position to 579 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Golden State Wealth Management 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.

Golden State Wealth Management held 579 shares of iShares High Yield Muni Active ETF worth $28.8K as of Q2 2026.
Golden State Wealth Management bought 4 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $195.
iShares High Yield Muni Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #872 holding.
Golden State Wealth Management 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.