Shared Vision Wealth Group’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Shared Vision Wealth Group’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 Q4	–	Sell	-4,774	Closed	-$235K	–	109
2025 Q3	$235K	Sell	4,774 -127	-3%	-$6.1K	0.1%	88
2025 Q2	$233K	Sell	4,901 -1,686	-26%	-$81.3K	0.12%	76
2025 Q1	$326K	Buy	+6,587	New	+$329K	0.18%	59

Other funds holding HIMU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Shared Vision Wealth Group's HIMU Position: Q4 2025 in Review

Shared Vision Wealth Group sold out of iShares High Yield Muni Active ETF (HIMU) in Q4 2025, closing a stake of 4,774 shares — an estimated $235K sold.

Shared Vision Wealth Group first reported a position in HIMU in Q1 2025 and held it in 3 quarters. The position peaked at $326K in Q1 2025. 266 funds tracked by Wall St. Rank hold HIMU as of Q4 2025.

Shared Vision Wealth Group reported no remaining iShares High Yield Muni Active ETF position as of Q4 2025 after selling out during the quarter.
Shared Vision Wealth Group sold 4,774 iShares High Yield Muni Active ETF shares in Q4 2025, an estimated $235K.
Shared Vision Wealth Group first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 3 quarters.
Shared Vision Wealth Group's iShares High Yield Muni Active ETF position peaked at $326K in Q1 2025.
266 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q4 2025.

Based on Shared Vision Wealth Group's 13F filing for Q4 2025, filed 11 Feb 2026.