Sunbeam Capital Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Sunbeam Capital Management’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 Q3	$1.01M	Buy	22,057 +7	+0%	+$337	0.46%	42
2026 Q2	$1.1M	Buy	22,050 +1,575	+8%	+$76.8K	0.5%	41
2026 Q1	$982K	Hold	20,475	–	–	0.56%	34
2025 Q4	$997K	Buy	+20,475	New	+$1M	0.59%	33

Other funds holding HIMU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Droms Strauss Advisors St. Louis, Missouri $433M AUM 15.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sunbeam Capital Management's HIMU Position: Q3 2026 in Review

Sunbeam Capital Management increased its iShares High Yield Muni Active ETF (HIMU) stake by 0.03% in Q3 2026, buying an estimated $337 and bringing the position to 22,057 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #42.

Sunbeam Capital Management first reported a position in HIMU in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q2 2026. 133 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Sunbeam Capital Management held 22,057 shares of iShares High Yield Muni Active ETF worth $1.01M as of Q3 2026.
Sunbeam Capital Management bought 7 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $337.
iShares High Yield Muni Active ETF made up 0.46% of Sunbeam Capital Management's portfolio in Q3 2026, its #42 holding.
Sunbeam Capital Management first reported a position in iShares High Yield Muni Active ETF in Q4 2025 and has held it in 4 quarters since.
Sunbeam Capital Management's iShares High Yield Muni Active ETF position peaked at $1.1M in Q2 2026.
133 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.