HP
HIMU

Holistic Planning’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Holistic Planning’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
Q1 		$667K Buy
13,910
+4,741
+52% +$231K 0.13% 147
2025
Q4 		$446K Buy
+9,169
New +$450K 0.1% 176

Other funds holding HIMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Holistic Planning's HIMU Position: Q1 2026 in Review

Holistic Planning increased its iShares High Yield Muni Active ETF (HIMU) stake by 52% in Q1 2026, buying an estimated $231K and bringing the position to 13,910 shares worth $667K. The position accounts for 0.13% of the portfolio, ranked #147.

Holistic Planning first reported a position in HIMU in Q4 2025 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Holistic Planning held 13,910 shares of iShares High Yield Muni Active ETF worth $667K as of Q1 2026.
  • Holistic Planning bought 4,741 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $231K.
  • iShares High Yield Muni Active ETF made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #147 holding.
  • Holistic Planning first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.