Laurel Oak Wealth Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$501K Hold
10,053
0.07% 204
2026
Q1
$482K Hold
10,053
0.08% 200
2025
Q4
$489K Buy
+10,053
New +$493K 0.08% 187

Other funds holding HIMU

Laurel Oak Wealth Management's HIMU Position: Q2 2026 in Review

Laurel Oak Wealth Management held its iShares High Yield Muni Active ETF (HIMU) position steady in Q2 2026 at 10,053 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #204.

Laurel Oak Wealth Management first reported a position in HIMU in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Laurel Oak Wealth Management held 10,053 shares of iShares High Yield Muni Active ETF worth $501K as of Q2 2026.
  • Laurel Oak Wealth Management left its iShares High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares High Yield Muni Active ETF made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Laurel Oak Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.