Integrated Wealth Concepts
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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
Q2 		$10.2M Sell
205,440
-58,753
-22% -$2.87M 0.07% 279
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

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 22.9% 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
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Integrated Wealth Concepts's HIMU Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares High Yield Muni Active ETF (HIMU) stake by 22% in Q2 2026, selling an estimated $2.87M and leaving 205,440 shares worth $10.2M. The position accounts for 0.07% of the portfolio, ranked #279.

Integrated Wealth Concepts first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.1M in Q2 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Integrated Wealth Concepts held 205,440 shares of iShares High Yield Muni Active ETF worth $10.2M as of Q2 2026.
  • Integrated Wealth Concepts sold 58,753 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $2.87M.
  • iShares High Yield Muni Active ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #279 holding.
  • Integrated Wealth Concepts first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's iShares High Yield Muni Active ETF position peaked at $14.1M in Q2 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.