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

Marion 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 Q3	$241K	Hold	5,286	–	–	0.05%	142
2026 Q2	$263K	Buy	5,286 +781	+17%	+$38.1K	0.05%	138
2026 Q1	$216K	Hold	4,505	–	–	0.05%	137
2025 Q4	$220K	Buy	+4,505	New	+$221K	0.05%	134

Other funds holding HIMU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.88% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Droms Strauss Advisors St. Louis, Missouri $433M AUM 15.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Marion Wealth Management's HIMU Position: Q3 2026 in Review

Marion Wealth Management held its iShares High Yield Muni Active ETF (HIMU) position steady in Q3 2026 at 5,286 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #142.

Marion Wealth Management first reported a position in HIMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $263K in Q2 2026. 152 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Marion Wealth Management held 5,286 shares of iShares High Yield Muni Active ETF worth $241K as of Q3 2026.
Marion Wealth Management left its iShares High Yield Muni Active ETF share count unchanged in Q3 2026.
iShares High Yield Muni Active ETF made up 0.05% of Marion Wealth Management's portfolio in Q3 2026, its #142 holding.
Marion Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and has held it in 4 quarters since.
Marion Wealth Management's iShares High Yield Muni Active ETF position peaked at $263K in Q2 2026.
152 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.