Matthew Hamilton Rosenberg’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Matthew Hamilton Rosenberg’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	$573K	Sell	12,541 -3,963	-24%	-$191K	0.1%	98
2026 Q2	$822K	Buy	16,504 +7,519	+84%	+$367K	0.15%	67
2026 Q1	$431K	Buy	8,985 +448	+5%	+$21.9K	0.09%	105
2025 Q4	$416K	Buy	8,537 +2,930	+52%	+$144K	0.09%	107
2025 Q3	$276K	Buy	5,607 +3,609	+181%	+$173K	0.06%	162
2025 Q2	$97.2K	Buy	1,998 +1,635	+450%	+$78.8K	0.02%	334
2025 Q1	$18K	Buy	+363	New	+$18.2K	﹤0.01%	550

Other funds holding HIMU

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Matthew Hamilton Rosenberg's HIMU Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares High Yield Muni Active ETF (HIMU) stake by 24% in Q3 2026, selling an estimated $191K and leaving 12,541 shares worth $573K. The position accounts for 0.1% of the portfolio, ranked #98.

Matthew Hamilton Rosenberg first reported a position in HIMU in Q1 2025 and has held it in 7 quarters since. The position peaked at $822K in Q2 2026. 56 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Matthew Hamilton Rosenberg held 12,541 shares of iShares High Yield Muni Active ETF worth $573K as of Q3 2026.
Matthew Hamilton Rosenberg sold 3,963 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $191K.
iShares High Yield Muni Active ETF made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #98 holding.
Matthew Hamilton Rosenberg first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's iShares High Yield Muni Active ETF position peaked at $822K in Q2 2026.
56 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.