Shepherd Financial Partners’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Shepherd Financial Partners’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	$452K	Sell	9,070 -59,708	-87%	-$2.91M	0.04%	174
2026 Q1	$3.3M	Sell	68,778 -60,141	-47%	-$2.93M	0.31%	61
2025 Q4	$6.28M	Buy	128,919 +11,834	+10%	+$580K	0.58%	38
2025 Q3	$5.76M	Buy	117,085 +72,876	+165%	+$3.5M	0.55%	42
2025 Q2	$2.15M	Buy	44,209 +16,983	+62%	+$819K	0.23%	76
2025 Q1	$1.35M	Buy	+27,226	New	+$1.36M	0.16%	91

Other funds holding HIMU

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Shepherd Financial Partners's HIMU Position: Q2 2026 in Review

Shepherd Financial Partners reduced its iShares High Yield Muni Active ETF (HIMU) stake by 87% in Q2 2026, selling an estimated $2.91M and leaving 9,070 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #174.

Shepherd Financial Partners first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.28M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Shepherd Financial Partners held 9,070 shares of iShares High Yield Muni Active ETF worth $452K as of Q2 2026.
Shepherd Financial Partners sold 59,708 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $2.91M.
iShares High Yield Muni Active ETF made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #174 holding.
Shepherd Financial Partners first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
Shepherd Financial Partners's iShares High Yield Muni Active ETF position peaked at $6.28M in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.