Next Level Private’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Next Level Private’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	–	Sell	-5,157	Closed	-$247K	–	186
2026 Q1	$247K	Buy	+5,157	New	+$252K	0.06%	153

Other funds holding HIMU

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

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

Next Level Private's HIMU Position: Q2 2026 in Review

Next Level Private sold out of iShares High Yield Muni Active ETF (HIMU) in Q2 2026, closing a stake of 5,157 shares — an estimated $247K sold.

Next Level Private first reported a position in HIMU in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 35 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Next Level Private reported no remaining iShares High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
Next Level Private sold 5,157 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $247K.
Next Level Private first reported a position in iShares High Yield Muni Active ETF in Q1 2026 and held it in 1 quarter.
Next Level Private's iShares High Yield Muni Active ETF position peaked at $247K in Q1 2026.
35 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.