Icon Wealth Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Icon Wealth Advisors’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	$3.17M	Sell	65,150 -89,528	-58%	-$4.37M	0.21%	76
2025 Q4	$7.53M	Sell	154,678 -7,429	-5%	-$364K	0.5%	43
2025 Q3	$7.97M	Buy	162,107 +39,311	+32%	+$1.89M	0.54%	40
2025 Q2	$5.97M	Sell	122,796 -9,450	-7%	-$456K	0.43%	48
2025 Q1	$6.55M	Buy	+132,246	New	+$6.61M	0.54%	42

Other funds holding HIMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Icon Wealth Advisors's HIMU Position: Q1 2026 in Review

Icon Wealth Advisors reduced its iShares High Yield Muni Active ETF (HIMU) stake by 58% in Q1 2026, selling an estimated $4.37M and leaving 65,150 shares worth $3.17M. The position accounts for 0.21% of the portfolio, ranked #76.

Icon Wealth Advisors first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.97M in Q3 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

Icon Wealth Advisors held 65,150 shares of iShares High Yield Muni Active ETF worth $3.17M as of Q1 2026.
Icon Wealth Advisors sold 89,528 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $4.37M.
iShares High Yield Muni Active ETF made up 0.21% of Icon Wealth Advisors's portfolio in Q1 2026, its #76 holding.
Icon Wealth Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
Icon Wealth Advisors's iShares High Yield Muni Active ETF position peaked at $7.97M in Q3 2025.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.