RSWM
HIMU

Robertson Stephens Wealth Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q3 		– Sell
-14,385
Closed -$700K – 583
2025
Q2 		$700K Buy
14,385
+2,228
+18% +$107K 0.02% 315
2025
Q1 		$602K Buy
+12,157
New +$608K 0.02% 339

Other funds holding HIMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Robertson Stephens Wealth Management's HIMU Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of iShares High Yield Muni Active ETF (HIMU) in Q3 2025, closing a stake of 14,385 shares — an estimated $700K sold.

Robertson Stephens Wealth Management first reported a position in HIMU in Q1 2025 and held it in 2 quarters. The position peaked at $700K in Q2 2025. 229 funds tracked by Wall St. Rank hold HIMU as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining iShares High Yield Muni Active ETF position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 14,385 iShares High Yield Muni Active ETF shares in Q3 2025, an estimated $700K.
  • Robertson Stephens Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's iShares High Yield Muni Active ETF position peaked at $700K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.