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

Sovran Advisors’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	–	Sell	-7,392	Closed	-$360K	–	640
2026 Q1	$360K	Sell	7,392 -3,290	-31%	-$161K	0.03%	420
2025 Q4	$525K	Buy	10,682 +2,032	+23%	+$99.7K	0.04%	332
2025 Q3	$426K	Buy	8,650 +2,928	+51%	+$141K	0.04%	369
2025 Q2	$275K	Buy	+5,722	New	+$276K	0.03%	417

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 22.9% 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

Sovran Advisors's HIMU Position: Q2 2026 in Review

Sovran Advisors sold out of iShares High Yield Muni Active ETF (HIMU) in Q2 2026, closing a stake of 7,392 shares — an estimated $360K sold.

Sovran Advisors first reported a position in HIMU in Q2 2025 and held it in 4 quarters. The position peaked at $525K in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Sovran Advisors reported no remaining iShares High Yield Muni Active ETF position as of Q2 2026 after selling out during the quarter.
Sovran Advisors sold 7,392 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $360K.
Sovran Advisors first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and held it in 4 quarters.
Sovran Advisors's iShares High Yield Muni Active ETF position peaked at $525K in Q4 2025.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.