SW
HIMU

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

SoFi Wealth’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 		$18.7K Sell
376
-107
-22% -$5.22K ﹤0.01% 41
2026
Q1 		$23.2K Sell
483
-314,034
-100% -$15.3M ﹤0.01% 40
2025
Q4 		$15.3M Buy
314,517
+27,621
+10% +$1.35M 0.76% 18
2025
Q3 		$14.1M Buy
286,896
+119,574
+71% +$5.74M 0.76% 20
2025
Q2 		$8.14M Buy
+167,322
New +$8.07M 0.5% 19

Other funds holding HIMU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
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

SoFi Wealth's HIMU Position: Q2 2026 in Review

SoFi Wealth reduced its iShares High Yield Muni Active ETF (HIMU) stake by 22% in Q2 2026, selling an estimated $5.22K and leaving 376 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #41.

SoFi Wealth first reported a position in HIMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.3M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • SoFi Wealth held 376 shares of iShares High Yield Muni Active ETF worth $18.7K as of Q2 2026.
  • SoFi Wealth sold 107 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $5.22K.
  • iShares High Yield Muni Active ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #41 holding.
  • SoFi Wealth first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • SoFi Wealth's iShares High Yield Muni Active ETF position peaked at $15.3M in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.