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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Financial's HIMU Position: Q1 2026 in Review

Summit Financial increased its iShares High Yield Muni Active ETF (HIMU) stake by 8.4% in Q1 2026, buying an estimated $408K and bringing the position to 107,529 shares worth $5.16M. The position accounts for 0.07% of the portfolio, ranked #303.

Summit Financial first reported a position in HIMU in Q3 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Summit Financial held 107,529 shares of iShares High Yield Muni Active ETF worth $5.16M as of Q1 2026.
  • Summit Financial bought 8,355 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $408K.
  • iShares High Yield Muni Active ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #303 holding.
  • Summit Financial first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.