J. Safra Asset Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

J. Safra Asset Management’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	$7.77M	Sell	156,043 -562	-0.4%	-$27.4K	0.36%	33
2026 Q1	$7.51M	Sell	156,605 -5,436	-3%	-$265K	0.4%	29
2025 Q4	$7.89M	Buy	+162,041	New	+$7.95M	0.41%	31

Other funds holding HIMU

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

J. Safra Asset Management's HIMU Position: Q2 2026 in Review

J. Safra Asset Management reduced its iShares High Yield Muni Active ETF (HIMU) stake by 0.36% in Q2 2026, selling an estimated $27.4K and leaving 156,043 shares worth $7.77M. The position accounts for 0.36% of the portfolio, ranked #33.

J. Safra Asset Management first reported a position in HIMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.89M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

J. Safra Asset Management held 156,043 shares of iShares High Yield Muni Active ETF worth $7.77M as of Q2 2026.
J. Safra Asset Management sold 562 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $27.4K.
iShares High Yield Muni Active ETF made up 0.36% of J. Safra Asset Management's portfolio in Q2 2026, its #33 holding.
J. Safra Asset Management first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
J. Safra Asset Management's iShares High Yield Muni Active ETF position peaked at $7.89M in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.