OIA
HIMU

OneDigital Investment Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

OneDigital Investment Advisors’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
-11,234
Closed -$547K – 1614
2025
Q4 		$547K Sell
11,234
-220
-2% -$10.8K 0.01% 909
2025
Q3 		$563K Buy
11,454
+3,476
+44% +$167K 0.01% 881
2025
Q2 		$388K Sell
7,978
-17
-0.2% -$820 ﹤0.01% 1021
2025
Q1 		$396K Buy
+7,995
New +$400K ﹤0.01% 953

Other funds holding HIMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneDigital Investment Advisors's HIMU Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 11,234 shares — an estimated $547K sold.

OneDigital Investment Advisors first reported a position in HIMU in Q1 2025 and held it in 4 quarters. The position peaked at $563K in Q3 2025. 232 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,234 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $547K.
  • OneDigital Investment Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 4 quarters.
  • OneDigital Investment Advisors's iShares High Yield Muni Active ETF position peaked at $563K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.