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

Liberty Wealth Management’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 		$317K Hold
6,588
– – 0.04% 202
2026
Q1 		$317K Sell
6,588
-2,107
-24% -$103K 0.04% 202
2025
Q4 		$423K Sell
8,695
-949
-10% -$46.5K 0.05% 146
2025
Q3 		$474K Buy
9,644
+936
+11% +$44.9K 0.07% 137
2025
Q2 		$423K Buy
8,708
+1,595
+22% +$76.9K 0.07% 141
2025
Q1 		$352K Buy
+7,113
New +$356K 0.07% 107

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

Liberty Wealth Management's HIMU Position: Q2 2026 in Review

Liberty Wealth Management held its iShares High Yield Muni Active ETF (HIMU) position steady in Q2 2026 at 6,588 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #202.

Liberty Wealth Management first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $474K in Q3 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Liberty Wealth Management held 6,588 shares of iShares High Yield Muni Active ETF worth $317K as of Q2 2026.
  • Liberty Wealth Management left its iShares High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares High Yield Muni Active ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Liberty Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Liberty Wealth Management's iShares High Yield Muni Active ETF position peaked at $474K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.