IWC
HIMU

Integrated Wealth Concepts’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Integrated Wealth Concepts’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 		$12.7M Buy
264,193
+54,845
+26% +$2.68M 0.1% 207
2025
Q4 		$10.2M Buy
209,348
+31,798
+18% +$1.56M 0.12% 158
2025
Q3 		$8.73M Sell
177,550
-112,746
-39% -$5.41M 0.08% 245
2025
Q2 		$14.1M Buy
290,296
+87,368
+43% +$4.21M 0.14% 142
2025
Q1 		$10.1M Buy
+202,928
New +$10.1M 0.12% 169

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

Integrated Wealth Concepts's HIMU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares High Yield Muni Active ETF (HIMU) stake by 26% in Q1 2026, buying an estimated $2.68M and bringing the position to 264,193 shares worth $12.7M. The position accounts for 0.1% of the portfolio, ranked #207.

Integrated Wealth Concepts first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.1M in Q2 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Integrated Wealth Concepts held 264,193 shares of iShares High Yield Muni Active ETF worth $12.7M as of Q1 2026.
  • Integrated Wealth Concepts bought 54,845 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $2.68M.
  • iShares High Yield Muni Active ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #207 holding.
  • Integrated Wealth Concepts first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's iShares High Yield Muni Active ETF position peaked at $14.1M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.