Perspective Wealth Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Perspective Wealth 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	$809K	Buy	+16,253	New	+$793K	0.45%	38

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

Perspective Wealth Advisors's HIMU Position: Q2 2026 in Review

Perspective Wealth Advisors opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q2 2026: 16,253 shares worth $809K. The stake represents 0.45% of the portfolio and ranks #38 among its holdings.

236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Perspective Wealth Advisors held 16,253 shares of iShares High Yield Muni Active ETF worth $809K as of Q2 2026.
iShares High Yield Muni Active ETF was a new Perspective Wealth Advisors position in Q2 2026.
iShares High Yield Muni Active ETF made up 0.45% of Perspective Wealth Advisors's portfolio in Q2 2026, its #38 holding.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

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