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

Perennial 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 Q2	$1.94M	Sell	38,884 -865	-2%	-$42.2K	0.13%	141
2026 Q1	$1.91M	Sell	39,749 -17,159	-30%	-$837K	0.15%	118
2025 Q4	$2.77M	Buy	56,908 +7,976	+16%	+$391K	0.22%	93
2025 Q3	$2.41M	Buy	48,932 +17,755	+57%	+$852K	0.2%	93
2025 Q2	$1.52M	Buy	31,177 +8,489	+37%	+$409K	0.15%	130
2025 Q1	$1.12M	Buy	+22,688	New	+$1.13M	0.13%	146

Other funds holding HIMU

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Perennial Investment Advisors's HIMU Position: Q2 2026 in Review

Perennial Investment Advisors reduced its iShares High Yield Muni Active ETF (HIMU) stake by 2.2% in Q2 2026, selling an estimated $42.2K and leaving 38,884 shares worth $1.94M. The position accounts for 0.13% of the portfolio, ranked #141.

Perennial Investment Advisors first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.77M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Perennial Investment Advisors held 38,884 shares of iShares High Yield Muni Active ETF worth $1.94M as of Q2 2026.
Perennial Investment Advisors sold 865 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $42.2K.
iShares High Yield Muni Active ETF made up 0.13% of Perennial Investment Advisors's portfolio in Q2 2026, its #141 holding.
Perennial Investment Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Perennial Investment Advisors's iShares High Yield Muni Active ETF position peaked at $2.77M in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.