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

JFS 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 Q2	$897	Sell	18 -362	-95%	-$17.7K	﹤0.01%	1836
2026 Q1	$18.2K	Sell	380 -1,776	-82%	-$86.6K	﹤0.01%	760
2025 Q4	$105K	Sell	2,156 -337	-14%	-$16.5K	0.01%	401
2025 Q3	$123K	Buy	2,493 +595	+31%	+$28.6K	0.01%	387
2025 Q2	$92.3K	Sell	1,898 -239	-11%	-$11.5K	0.01%	382
2025 Q1	$106K	Buy	+2,137	New	+$107K	0.01%	364

Other funds holding HIMU

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return