PIA
HIMU

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
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

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

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

Perennial Investment Advisors reduced its iShares High Yield Muni Active ETF (HIMU) stake by 30% in Q1 2026, selling an estimated $837K and leaving 39,749 shares worth $1.91M. The position accounts for 0.15% of the portfolio, ranked #118.

Perennial Investment Advisors first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.77M in Q4 2025. 232 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Perennial Investment Advisors held 39,749 shares of iShares High Yield Muni Active ETF worth $1.91M as of Q1 2026.
  • Perennial Investment Advisors sold 17,159 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $837K.
  • iShares High Yield Muni Active ETF made up 0.15% of Perennial Investment Advisors's portfolio in Q1 2026, its #118 holding.
  • Perennial Investment Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's iShares High Yield Muni Active ETF position peaked at $2.77M in Q4 2025.
  • 232 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.