McKinley Carter Wealth Services’s iShares High Yield Muni Active ETF HIMU Stock Holding History

McKinley Carter Wealth 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 Q2	$1.05M	Buy	21,014 +836	+4%	+$40.8K	0.05%	174
2026 Q1	$968K	Sell	20,178 -1,634	-7%	-$79.7K	0.06%	172
2025 Q4	$1.06M	Buy	21,812 +253	+1%	+$12.4K	0.06%	172
2025 Q3	$1.06M	Buy	21,559 +8,012	+59%	+$385K	0.06%	170
2025 Q2	$659K	Buy	13,547 +1,135	+9%	+$54.7K	0.04%	187
2025 Q1	$615K	Buy	+12,412	New	+$621K	0.04%	193

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

LPL Financial San Diego, California $445B AUM 25.58% 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

McKinley Carter Wealth Services's HIMU Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares High Yield Muni Active ETF (HIMU) stake by 4.1% in Q2 2026, buying an estimated $40.8K and bringing the position to 21,014 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #174.

McKinley Carter Wealth Services first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

McKinley Carter Wealth Services held 21,014 shares of iShares High Yield Muni Active ETF worth $1.05M as of Q2 2026.
McKinley Carter Wealth Services bought 836 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $40.8K.
iShares High Yield Muni Active ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #174 holding.
McKinley Carter Wealth Services first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
McKinley Carter Wealth Services's iShares High Yield Muni Active ETF position peaked at $1.06M in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.