SF
HIMU

Summit Financial’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Summit Financial’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 		$5.23M Sell
104,980
-2,549
-2% -$124K 0.06% 336
2026
Q1 		$5.16M Buy
107,529
+8,355
+8% +$408K 0.07% 303
2025
Q4 		$4.83M Sell
99,174
-44
-0% -$2.16K 0.07% 276
2025
Q3 		$4.88M Buy
+99,218
New +$4.76M 0.07% 260

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

Summit Financial's HIMU Position: Q2 2026 in Review

Summit Financial reduced its iShares High Yield Muni Active ETF (HIMU) stake by 2.4% in Q2 2026, selling an estimated $124K and leaving 104,980 shares worth $5.23M. The position accounts for 0.06% of the portfolio, ranked #336.

Summit Financial first reported a position in HIMU in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Summit Financial held 104,980 shares of iShares High Yield Muni Active ETF worth $5.23M as of Q2 2026.
  • Summit Financial sold 2,549 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $124K.
  • iShares High Yield Muni Active ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #336 holding.
  • Summit Financial first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.