LAS
HIMU icon

Lloyd Advisory Services’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Lloyd Advisory Services’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
-359
Closed -$17.5K – 1071
2025
Q4 		$17.5K Buy
+359
New +$17.6K 0.01% 345

Other funds holding HIMU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lloyd Advisory Services's HIMU Position: Q1 2026 in Review

Lloyd Advisory Services sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 359 shares — an estimated $17.5K sold.

Lloyd Advisory Services first reported a position in HIMU in Q4 2025 and held it in 1 quarter. The position peaked at $17.5K in Q4 2025. 232 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Lloyd Advisory Services reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 359 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $17.5K.
  • Lloyd Advisory Services first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares High Yield Muni Active ETF position peaked at $17.5K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.