Retirement Planning Group (New York)’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Retirement Planning Group (New York)’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	$240K	Buy	4,815 +13	+0.3%	+$634	0.13%	97
2026 Q1	$230K	Sell	4,802 -824	-15%	-$40.2K	0.15%	86
2025 Q4	$274K	Sell	5,626 -216	-4%	-$10.6K	0.19%	74
2025 Q3	$287K	Buy	5,842 +14	+0.2%	+$672	0.22%	69
2025 Q2	$283K	Sell	5,828 -82	-1%	-$3.96K	0.25%	62
2025 Q1	$293K	Buy	+5,910	New	+$296K	0.3%	55

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

Retirement Planning Group (New York)'s HIMU Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its iShares High Yield Muni Active ETF (HIMU) stake by 0.27% in Q2 2026, buying an estimated $634 and bringing the position to 4,815 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #97.

Retirement Planning Group (New York) first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q1 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Retirement Planning Group (New York) held 4,815 shares of iShares High Yield Muni Active ETF worth $240K as of Q2 2026.
Retirement Planning Group (New York) bought 13 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $634.
iShares High Yield Muni Active ETF made up 0.13% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #97 holding.
Retirement Planning Group (New York) first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s iShares High Yield Muni Active ETF position peaked at $293K in Q1 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.