PF
HIMU

PlanVest Financial’s iShares High Yield Muni Active ETF HIMU Stock Holding History

PlanVest Financial’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 		$9.96K Buy
+200
New +$9.76K 0.01% 401

Other funds holding HIMU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
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

PlanVest Financial's HIMU Position: Q2 2026 in Review

PlanVest Financial opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q2 2026: 200 shares worth $9.96K. The stake represents 0.01% of the portfolio and ranks #401 among its holdings.

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

  • PlanVest Financial held 200 shares of iShares High Yield Muni Active ETF worth $9.96K as of Q2 2026.
  • iShares High Yield Muni Active ETF was a new PlanVest Financial position in Q2 2026.
  • iShares High Yield Muni Active ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #401 holding.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.