Triad Wealth Partners’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
$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

Triad Wealth Partners's HIMU Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares High Yield Muni Active ETF (HIMU) stake by 43% in Q2 2026, buying an estimated $502K and bringing the position to 33,994 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #142.

Triad Wealth Partners first reported a position in HIMU in Q2 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Triad Wealth Partners held 33,994 shares of iShares High Yield Muni Active ETF worth $1.64M as of Q2 2026.
  • Triad Wealth Partners bought 10,292 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $502K.
  • iShares High Yield Muni Active ETF made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Triad Wealth Partners first reported a position in iShares High Yield Muni Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.