QTR Family Wealth’s iShares High Yield Muni Active ETF HIMU Stock Holding History

QTR Family Wealth’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	$241K	Buy	4,965 +24	+0.5%	+$1.17K	0.1%	241
2025 Q4	$242K	Buy	4,941 +57	+1%	+$2.8K	0.11%	225
2025 Q3	$240K	Buy	4,884 +31	+0.6%	+$1.49K	0.11%	204
2025 Q2	$236K	Sell	4,853 -539	-10%	-$26K	0.15%	148
2025 Q1	$267K	Buy	+5,392	New	+$270K	0.2%	124

Other funds holding HIMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

QTR Family Wealth's HIMU Position: Q1 2026 in Review

QTR Family Wealth increased its iShares High Yield Muni Active ETF (HIMU) stake by 0.49% in Q1 2026, buying an estimated $1.17K and bringing the position to 4,965 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #241.

QTR Family Wealth first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $267K in Q1 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

QTR Family Wealth held 4,965 shares of iShares High Yield Muni Active ETF worth $241K as of Q1 2026.
QTR Family Wealth bought 24 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $1.17K.
iShares High Yield Muni Active ETF made up 0.1% of QTR Family Wealth's portfolio in Q1 2026, its #241 holding.
QTR Family Wealth first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
QTR Family Wealth's iShares High Yield Muni Active ETF position peaked at $267K in Q1 2025.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.