LWM
HIMU

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
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

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

Liberty Wealth Management's HIMU Position: Q1 2026 in Review

Liberty Wealth Management reduced its iShares High Yield Muni Active ETF (HIMU) stake by 24% in Q1 2026, selling an estimated $103K and leaving 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 5 quarters since. The position peaked at $474K in Q3 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Liberty Wealth Management held 6,588 shares of iShares High Yield Muni Active ETF worth $317K as of Q1 2026.
  • Liberty Wealth Management sold 2,107 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $103K.
  • iShares High Yield Muni Active ETF made up 0.04% of Liberty Wealth Management's portfolio in Q1 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 5 quarters since.
  • Liberty Wealth Management's iShares High Yield Muni Active ETF position peaked at $474K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.