Retirement Wealth Solutions’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Retirement Wealth Solutions’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 Q3	–	Sell	-32	Closed	-$1.59K	–	933
2026 Q2	$1.59K	Sell	32 -426	-93%	-$20.8K	﹤0.01%	562
2026 Q1	$22K	Sell	458 -3,883	-89%	-$189K	0.01%	131
2025 Q4	$211K	Sell	4,341 -2,649	-38%	-$130K	0.13%	48
2025 Q3	$344K	Sell	6,990 -937	-12%	-$45K	0.23%	43
2025 Q2	$385K	Buy	7,927 +5	+0.1%	+$241	0.28%	41
2025 Q1	$392K	Buy	+7,922	New	+$396K	0.32%	40

Other funds holding HIMU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Droms Strauss Advisors St. Louis, Missouri $433M AUM 15.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Retirement Wealth Solutions's HIMU Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of iShares High Yield Muni Active ETF (HIMU) in Q3 2026, closing a stake of 32 shares — an estimated $1.59K sold.

Retirement Wealth Solutions first reported a position in HIMU in Q1 2025 and held it in 6 quarters. The position peaked at $392K in Q1 2025. 133 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Retirement Wealth Solutions reported no remaining iShares High Yield Muni Active ETF position as of Q3 2026 after selling out during the quarter.
Retirement Wealth Solutions sold 32 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $1.59K.
Retirement Wealth Solutions first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 6 quarters.
Retirement Wealth Solutions's iShares High Yield Muni Active ETF position peaked at $392K in Q1 2025.
133 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.