LFG
HIMU

Leverty Financial Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Leverty Financial Group’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
Q1 		– Sell
-8,952
Closed -$436K – 53
2025
Q4 		$436K Sell
8,952
-1,596
-15% -$78.3K 0.1% 24
2025
Q3 		$519K Sell
10,548
-126
-1% -$6.05K 0.13% 23
2025
Q2 		$519K Buy
+10,674
New +$515K 0.16% 22

Other funds holding HIMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Leverty Financial Group's HIMU Position: Q1 2026 in Review

Leverty Financial Group sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 8,952 shares — an estimated $436K sold.

Leverty Financial Group first reported a position in HIMU in Q2 2025 and held it in 3 quarters. The position peaked at $519K in Q2 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Leverty Financial Group reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Leverty Financial Group sold 8,952 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $436K.
  • Leverty Financial Group first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and held it in 3 quarters.
  • Leverty Financial Group's iShares High Yield Muni Active ETF position peaked at $519K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Leverty Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.