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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Wealth Solutions's HIMU Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares High Yield Muni Active ETF (HIMU) stake by 93% in Q2 2026, selling an estimated $20.8K and leaving 32 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Retirement Wealth Solutions first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $392K in Q1 2025. 35 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Retirement Wealth Solutions held 32 shares of iShares High Yield Muni Active ETF worth $1.59K as of Q2 2026.
Retirement Wealth Solutions sold 426 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $20.8K.
iShares High Yield Muni Active ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #562 holding.
Retirement Wealth Solutions first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Retirement Wealth Solutions's iShares High Yield Muni Active ETF position peaked at $392K in Q1 2025.
35 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.