SXL
HIMU

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

Summit X LLC’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
2025
Q3 		– Sell
-8,586
Closed -$418K – 253
2025
Q2 		$418K Buy
8,586
+4,111
+92% +$198K 0.08% 160
2025
Q1 		$222K Buy
+4,475
New +$224K 0.05% 207

Other funds holding HIMU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Summit X LLC's HIMU Position: Q3 2025 in Review

Summit X LLC sold out of iShares High Yield Muni Active ETF (HIMU) in Q3 2025, closing a stake of 8,586 shares — an estimated $418K sold.

Summit X LLC first reported a position in HIMU in Q1 2025 and held it in 2 quarters. The position peaked at $418K in Q2 2025. 229 funds tracked by Wall St. Rank hold HIMU as of Q3 2025.

  • Summit X LLC reported no remaining iShares High Yield Muni Active ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 8,586 iShares High Yield Muni Active ETF shares in Q3 2025, an estimated $418K.
  • Summit X LLC first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 2 quarters.
  • Summit X LLC's iShares High Yield Muni Active ETF position peaked at $418K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.