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

Perigon Wealth 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 Q3	$235K	Sell	5,138 -3,799	-43%	-$183K	﹤0.01%	1296
2026 Q2	$445K	Sell	8,937 -1,025	-10%	-$50K	0.01%	943
2026 Q1	$478K	Sell	9,962 -24,679	-71%	-$1.2M	0.01%	821
2025 Q4	$1.69M	Sell	34,641 -8,654	-20%	-$424K	0.03%	408
2025 Q3	$2.13M	Buy	43,295 +8,094	+23%	+$388K	0.04%	339
2025 Q2	$1.71M	Buy	35,201 +3,840	+12%	+$185K	0.04%	363
2025 Q1	$1.55M	Buy	+31,361	New	+$1.57M	0.04%	360

Other funds holding HIMU

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Perigon Wealth Management's HIMU Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares High Yield Muni Active ETF (HIMU) stake by 43% in Q3 2026, selling an estimated $183K and leaving 5,138 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Perigon Wealth Management first reported a position in HIMU in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.13M in Q3 2025. 56 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Perigon Wealth Management held 5,138 shares of iShares High Yield Muni Active ETF worth $235K as of Q3 2026.
Perigon Wealth Management sold 3,799 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $183K.
iShares High Yield Muni Active ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1296 holding.
Perigon Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 7 quarters since.
Perigon Wealth Management's iShares High Yield Muni Active ETF position peaked at $2.13M in Q3 2025.
56 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.