Smithbridge Asset Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Smithbridge Asset 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
2026 Q3	$686K	Buy	15,013 +6,960	+86%	+$335K	0.09%	113
2026 Q2	$401K	Hold	8,053	–	–	0.05%	141
2026 Q1	$386K	Buy	+8,053	New	+$393K	0.06%	145

Other funds holding HIMU

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 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

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Smithbridge Asset Management's HIMU Position: Q3 2026 in Review

Smithbridge Asset Management increased its iShares High Yield Muni Active ETF (HIMU) stake by 86% in Q3 2026, buying an estimated $335K and bringing the position to 15,013 shares worth $686K. The position accounts for 0.09% of the portfolio, ranked #113.

Smithbridge Asset Management first reported a position in HIMU in Q1 2026 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Smithbridge Asset Management held 15,013 shares of iShares High Yield Muni Active ETF worth $686K as of Q3 2026.
Smithbridge Asset Management bought 6,960 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $335K.
iShares High Yield Muni Active ETF made up 0.09% of Smithbridge Asset Management's portfolio in Q3 2026, its #113 holding.
Smithbridge Asset Management first reported a position in iShares High Yield Muni Active ETF in Q1 2026 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.