JIC
HIMU

Joel Isaacson & Co’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Joel Isaacson & Co’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 		$16.8M Buy
337,157
+295,593
+711% +$14.4M 0.49% 32
2026
Q1 		$1.99M Buy
+41,564
New +$2.03M 0.07% 134

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 22.96% 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
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Joel Isaacson & Co's HIMU Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares High Yield Muni Active ETF (HIMU) stake by 711% in Q2 2026, buying an estimated $14.4M and bringing the position to 337,157 shares worth $16.8M. The position accounts for 0.49% of the portfolio, ranked #32.

Joel Isaacson & Co first reported a position in HIMU in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Joel Isaacson & Co held 337,157 shares of iShares High Yield Muni Active ETF worth $16.8M as of Q2 2026.
  • Joel Isaacson & Co bought 295,593 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $14.4M.
  • iShares High Yield Muni Active ETF made up 0.49% of Joel Isaacson & Co's portfolio in Q2 2026, its #32 holding.
  • Joel Isaacson & Co first reported a position in iShares High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.