SWP
HIMU

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

Stratos Wealth 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 		$4.79M Sell
96,282
-14,291
-13% -$697K 0.05% 356
2026
Q1 		$5.31M Sell
110,573
-28,305
-20% -$1.38M 0.06% 321
2025
Q4 		$6.76M Buy
138,878
+34,128
+33% +$1.67M 0.08% 262
2025
Q3 		$5.15M Buy
104,750
+85,499
+444% +$4.1M 0.06% 308
2025
Q2 		$936K Buy
+19,251
New +$928K 0.01% 711

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

Stratos Wealth Partners's HIMU Position: Q2 2026 in Review

Stratos Wealth Partners reduced its iShares High Yield Muni Active ETF (HIMU) stake by 13% in Q2 2026, selling an estimated $697K and leaving 96,282 shares worth $4.79M. The position accounts for 0.05% of the portfolio, ranked #356.

Stratos Wealth Partners first reported a position in HIMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.76M in Q4 2025. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Stratos Wealth Partners held 96,282 shares of iShares High Yield Muni Active ETF worth $4.79M as of Q2 2026.
  • Stratos Wealth Partners sold 14,291 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $697K.
  • iShares High Yield Muni Active ETF made up 0.05% of Stratos Wealth Partners's portfolio in Q2 2026, its #356 holding.
  • Stratos Wealth Partners first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Stratos Wealth Partners's iShares High Yield Muni Active ETF position peaked at $6.76M in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.