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 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

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

Retirement Planning Group (New York)'s HIMU Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its iShares High Yield Muni Active ETF (HIMU) stake by 15% in Q1 2026, selling an estimated $40.2K and leaving 4,802 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #86.

Retirement Planning Group (New York) first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $293K in Q1 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

Retirement Planning Group (New York) held 4,802 shares of iShares High Yield Muni Active ETF worth $230K as of Q1 2026.
Retirement Planning Group (New York) sold 824 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $40.2K.
iShares High Yield Muni Active ETF made up 0.15% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #86 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 5 quarters since.
Retirement Planning Group (New York)'s iShares High Yield Muni Active ETF position peaked at $293K in Q1 2025.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.