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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
Q2 		$247K Hold
4,965
– – 0.09% 263
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

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 22.9% 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

QTR Family Wealth's HIMU Position: Q2 2026 in Review

QTR Family Wealth held its iShares High Yield Muni Active ETF (HIMU) position steady in Q2 2026 at 4,965 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #263.

QTR Family Wealth first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $267K in Q1 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • QTR Family Wealth held 4,965 shares of iShares High Yield Muni Active ETF worth $247K as of Q2 2026.
  • QTR Family Wealth left its iShares High Yield Muni Active ETF share count unchanged in Q2 2026.
  • iShares High Yield Muni Active ETF made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #263 holding.
  • QTR Family Wealth first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's iShares High Yield Muni Active ETF position peaked at $267K in Q1 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.