SOA Wealth Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$963K Buy
19,341
+2,066
+12% +$101K 0.16% 86
2026
Q1
$829K Buy
17,275
+36
+0.2% +$1.76K 0.16% 83
2025
Q4
$839K Sell
17,239
-318
-2% -$15.6K 0.14% 93
2025
Q3
$864K Buy
17,557
+1,576
+10% +$75.6K 0.15% 91
2025
Q2
$777K Buy
+15,981
New +$771K 0.15% 88

Other funds holding HIMU

SOA Wealth Advisors's HIMU Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares High Yield Muni Active ETF (HIMU) stake by 12% in Q2 2026, buying an estimated $101K and bringing the position to 19,341 shares worth $963K. The position accounts for 0.16% of the portfolio, ranked #86.

SOA Wealth Advisors first reported a position in HIMU in Q2 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • SOA Wealth Advisors held 19,341 shares of iShares High Yield Muni Active ETF worth $963K as of Q2 2026.
  • SOA Wealth Advisors bought 2,066 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $101K.
  • iShares High Yield Muni Active ETF made up 0.16% of SOA Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • SOA Wealth Advisors first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.