MWM
HIMU

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Marion Wealth Management increased its iShares High Yield Muni Active ETF (HIMU) stake by 17% in Q2 2026, buying an estimated $38.1K and bringing the position to 5,286 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #138.

Marion Wealth Management first reported a position in HIMU in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Marion Wealth Management held 5,286 shares of iShares High Yield Muni Active ETF worth $263K as of Q2 2026.
  • Marion Wealth Management bought 781 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $38.1K.
  • iShares High Yield Muni Active ETF made up 0.05% of Marion Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Marion Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.