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 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

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

Perigon Wealth Management's HIMU Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares High Yield Muni Active ETF (HIMU) stake by 10% in Q2 2026, selling an estimated $50K and leaving 8,937 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #943.

Perigon Wealth Management first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q3 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Perigon Wealth Management held 8,937 shares of iShares High Yield Muni Active ETF worth $445K as of Q2 2026.
Perigon Wealth Management sold 1,025 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $50K.
iShares High Yield Muni Active ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #943 holding.
Perigon Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Perigon Wealth Management's iShares High Yield Muni Active ETF position peaked at $2.13M in Q3 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.