Synergy Investment Management’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$609K Sell
12,220
-1,138
-9% -$55.5K 0.15% 84
2026
Q1
$641K Buy
13,358
+2,374
+22% +$116K 0.21% 65
2025
Q4
$535K Buy
10,984
+454
+4% +$22.3K 0.19% 71
2025
Q3
$518K Buy
+10,530
New +$505K 0.2% 67
2025
Q2
Sell
-8,332
Closed -$413K 598
2025
Q1
$413K Buy
+8,332
New +$417K 0.17% 82

Other funds holding HIMU

Synergy Investment Management's HIMU Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares High Yield Muni Active ETF (HIMU) stake by 8.5% in Q2 2026, selling an estimated $55.5K and leaving 12,220 shares worth $609K. The position accounts for 0.15% of the portfolio, ranked #84.

Synergy Investment Management first reported a position in HIMU in Q1 2025 and has held it in 5 quarters since. The position peaked at $641K in Q1 2026. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Synergy Investment Management held 12,220 shares of iShares High Yield Muni Active ETF worth $609K as of Q2 2026.
  • Synergy Investment Management sold 1,138 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $55.5K.
  • iShares High Yield Muni Active ETF made up 0.15% of Synergy Investment Management's portfolio in Q2 2026, its #84 holding.
  • Synergy Investment Management first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 5 quarters since.
  • Synergy Investment Management's iShares High Yield Muni Active ETF position peaked at $641K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.