MFG
HIMU

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

Merit Financial Group’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 		$8.25M Buy
165,710
+53,030
+47% +$2.59M 0.05% 302
2026
Q1 		$5.41M Buy
112,680
+10,238
+10% +$499K 0.04% 369
2025
Q4 		$4.99M Buy
+102,442
New +$5.02M 0.04% 364

Other funds holding HIMU

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Merit Financial Group's HIMU Position: Q2 2026 in Review

Merit Financial Group increased its iShares High Yield Muni Active ETF (HIMU) stake by 47% in Q2 2026, buying an estimated $2.59M and bringing the position to 165,710 shares worth $8.25M. The position accounts for 0.05% of the portfolio, ranked #302.

Merit Financial Group 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.

  • Merit Financial Group held 165,710 shares of iShares High Yield Muni Active ETF worth $8.25M as of Q2 2026.
  • Merit Financial Group bought 53,030 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $2.59M.
  • iShares High Yield Muni Active ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #302 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.