One Wealth Capital Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

One Wealth Capital Management’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 Q1	–	Sell	-26,039	Closed	-$1.27M	–	152
2025 Q4	$1.27M	Buy	26,039 +943	+4%	+$46.3K	0.54%	35
2025 Q3	$1.23M	Buy	25,096 +8,537	+52%	+$410K	0.55%	36
2025 Q2	$805K	Buy	16,559 +119	+0.7%	+$5.74K	0.38%	45
2025 Q1	$814K	Buy	+16,440	New	+$822K	0.44%	43

Other funds holding HIMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

One Wealth Capital Management's HIMU Position: Q1 2026 in Review

One Wealth Capital Management sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 26,039 shares — an estimated $1.27M sold.

One Wealth Capital Management first reported a position in HIMU in Q1 2025 and held it in 4 quarters. The position peaked at $1.27M in Q4 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

One Wealth Capital Management reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
One Wealth Capital Management sold 26,039 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $1.27M.
One Wealth Capital Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 4 quarters.
One Wealth Capital Management's iShares High Yield Muni Active ETF position peaked at $1.27M in Q4 2025.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on One Wealth Capital Management's 13F filing for Q1 2026, filed 4 May 2026.