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

Toth Financial Advisory’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 Q2	$358K	Buy	7,193 +933	+15%	+$45.5K	0.04%	193
2026 Q1	$300K	Buy	6,260 +3,164	+102%	+$154K	0.03%	189
2025 Q4	$151K	Sell	3,096 -412	-12%	-$20.2K	0.02%	235
2025 Q3	$173K	Buy	3,508 +299	+9%	+$14.4K	0.02%	227
2025 Q2	$156K	Buy	3,209 +29	+0.9%	+$1.4K	0.02%	216
2025 Q1	$158K	Buy	+3,180	New	+$159K	0.02%	215

Other funds holding HIMU

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

SCM

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Toth Financial Advisory's HIMU Position: Q2 2026 in Review

Toth Financial Advisory increased its iShares High Yield Muni Active ETF (HIMU) stake by 15% in Q2 2026, buying an estimated $45.5K and bringing the position to 7,193 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #193.

Toth Financial Advisory first reported a position in HIMU in Q1 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Toth Financial Advisory held 7,193 shares of iShares High Yield Muni Active ETF worth $358K as of Q2 2026.
Toth Financial Advisory bought 933 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $45.5K.
iShares High Yield Muni Active ETF made up 0.04% of Toth Financial Advisory's portfolio in Q2 2026, its #193 holding.
Toth Financial Advisory first reported a position in iShares High Yield Muni Active ETF in Q1 2025 and has held it in 6 quarters since.
35 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.