Triad Wealth Partners’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Triad Wealth Partners’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	$884K	Sell	19,343 -14,651	-43%	-$704K	0.05%	227
2026 Q2	$1.64M	Buy	33,994 +10,292	+43%	+$502K	0.1%	142
2026 Q1	$1.14M	Sell	23,702 -6,263	-21%	-$306K	0.09%	153
2025 Q4	$1.46M	Buy	29,965 +13,739	+85%	+$674K	0.14%	111
2025 Q3	$798K	Buy	16,226 +8,226	+103%	+$395K	0.1%	143
2025 Q2	$389K	Buy	+8,000	New	+$386K	0.08%	184

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 16.88% 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

Triad Wealth Partners's HIMU Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares High Yield Muni Active ETF (HIMU) stake by 43% in Q3 2026, selling an estimated $704K and leaving 19,343 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #227.

Triad Wealth Partners first reported a position in HIMU in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.64M in Q2 2026. 133 funds tracked by Wall St. Rank hold HIMU as of Q3 2026.

Triad Wealth Partners held 19,343 shares of iShares High Yield Muni Active ETF worth $884K as of Q3 2026.
Triad Wealth Partners sold 14,651 iShares High Yield Muni Active ETF shares in Q3 2026, an estimated $704K.
iShares High Yield Muni Active ETF made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #227 holding.
Triad Wealth Partners first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 6 quarters since.
Triad Wealth Partners's iShares High Yield Muni Active ETF position peaked at $1.64M in Q2 2026.
133 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.