Merit Financial Group
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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
Q3 		$6.84M Sell
149,734
-15,976
-10% -$768K 0.04% 380
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Merit Financial Group's HIMU Position: Q3 2026 in Review

Merit Financial Group reduced its iShares High Yield Muni Active ETF (HIMU) stake by 9.6% in Q3 2026, selling an estimated $768K and leaving 149,734 shares worth $6.84M. The position accounts for 0.04% of the portfolio, ranked #380.

Merit Financial Group first reported a position in HIMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.25M in Q2 2026. 216 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

  • Merit Financial Group held 149,734 shares of iShares High Yield Muni Active ETF worth $6.84M as of Q3 2026.
  • Merit Financial Group sold 15,976 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $768K.
  • iShares High Yield Muni Active ETF made up 0.04% of Merit Financial Group's portfolio in Q3 2026, its #380 holding.
  • Merit Financial Group first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Merit Financial Group's iShares High Yield Muni Active ETF position peaked at $8.25M in Q2 2026.
  • 216 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.