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
Q2 		– Sell
-13,910
Closed -$667K – 349
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

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

Holistic Planning's HIMU Position: Q2 2026 in Review

Holistic Planning sold out of iShares High Yield Muni Active ETF (HIMU) in Q2 2026, closing a stake of 13,910 shares — an estimated $667K sold.

Holistic Planning first reported a position in HIMU in Q4 2025 and held it in 2 quarters. The position peaked at $667K in Q1 2026. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Holistic Planning reported no remaining iShares High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 13,910 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $667K.
  • Holistic Planning first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and held it in 2 quarters.
  • Holistic Planning's iShares High Yield Muni Active ETF position peaked at $667K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.