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

LPL Financial’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	$95.4M	Buy	1,914,821 +234,913	+14%	+$11.5M	0.02%	692
2026 Q1	$80.6M	Sell	1,679,908 -1,834,874	-52%	-$89.5M	0.02%	688
2025 Q4	$171M	Buy	3,514,782 +287,613	+9%	+$14.1M	0.05%	360
2025 Q3	$159M	Buy	3,227,169 +1,301,887	+68%	+$62.5M	0.05%	369
2025 Q2	$93.6M	Buy	1,925,282 +196,044	+11%	+$9.45M	0.03%	502
2025 Q1	$85.6M	Buy	+1,729,238	New	+$86.5M	0.03%	474

Other funds holding HIMU

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's HIMU Position: Q2 2026 in Review

LPL Financial increased its iShares High Yield Muni Active ETF (HIMU) stake by 14% in Q2 2026, buying an estimated $11.5M and bringing the position to 1,914,821 shares worth $95.4M. The position accounts for 0.02% of the portfolio, ranked #692.

LPL Financial first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $171M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

LPL Financial held 1,914,821 shares of iShares High Yield Muni Active ETF worth $95.4M as of Q2 2026.
LPL Financial bought 234,913 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $11.5M.
iShares High Yield Muni Active ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #692 holding.
LPL Financial first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
LPL Financial's iShares High Yield Muni Active ETF position peaked at $171M in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.