TF
HIMU

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

Theory 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 		– Sell
-14,043
Closed -$689K – 106
2025
Q4 		$689K Buy
14,043
+202
+1% +$9.91K 0.23% 64
2025
Q3 		$683K Buy
+13,841
New +$664K 0.24% 60
2025
Q2 		– Sell
-7,612
Closed -$377K – 94
2025
Q1 		$377K Buy
+7,612
New +$381K 0.16% 65

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

Theory Financial's HIMU Position: Q1 2026 in Review

Theory Financial sold out of iShares High Yield Muni Active ETF (HIMU) in Q1 2026, closing a stake of 14,043 shares — an estimated $689K sold.

Theory Financial first reported a position in HIMU in Q1 2025 and held it in 3 quarters. The position peaked at $689K in Q4 2025. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Theory Financial reported no remaining iShares High Yield Muni Active ETF position as of Q1 2026 after selling out during the quarter.
  • Theory Financial sold 14,043 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $689K.
  • Theory Financial first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and held it in 3 quarters.
  • Theory Financial's iShares High Yield Muni Active ETF position peaked at $689K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.