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Legacy Wealth Management (Idaho)’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Legacy Wealth Management (Idaho)’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 		$252K Buy
+5,064
New +$247K 0.1% 162
2026
Q1 		– Sell
-5
Closed -$244 – 1076
2025
Q4 		$244 Buy
+5
New +$245 ﹤0.01% 864

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

Legacy Wealth Management (Idaho)'s HIMU Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q2 2026: 5,064 shares worth $252K. The stake represents 0.1% of the portfolio and ranks #162 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in HIMU as recently as Q4 2025.

Legacy Wealth Management (Idaho) first reported a position in HIMU in Q4 2025 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 5,064 shares of iShares High Yield Muni Active ETF worth $252K as of Q2 2026.
  • iShares High Yield Muni Active ETF was a new Legacy Wealth Management (Idaho) position in Q2 2026.
  • iShares High Yield Muni Active ETF made up 0.1% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #162 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares High Yield Muni Active ETF in Q4 2025 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.