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Independent Financial Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Independent Financial Group’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
Q3 		$304K Sell
6,652
-196
-3% -$9.42K 0.01% 1245
2026
Q2 		$341K Buy
6,848
+43
+0.6% +$2.1K 0.01% 1175
2026
Q1 		$326K Buy
+6,805
New +$332K 0.01% 1114

Other funds holding HIMU

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Independent Financial Group's HIMU Position: Q3 2026 in Review

Independent Financial Group reduced its iShares High Yield Muni Active ETF (HIMU) stake by 2.9% in Q3 2026, selling an estimated $9.42K and leaving 6,652 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1245.

Independent Financial Group first reported a position in HIMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $341K in Q2 2026. 12 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

  • Independent Financial Group held 6,652 shares of iShares High Yield Muni Active ETF worth $304K as of Q3 2026.
  • Independent Financial Group sold 196 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $9.42K.
  • iShares High Yield Muni Active ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1245 holding.
  • Independent Financial Group first reported a position in iShares High Yield Muni Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's iShares High Yield Muni Active ETF position peaked at $341K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.