UWPG
HIMU

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

Ullmann Wealth Partners Group’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 		$2.19M Buy
45,717
+27,472
+151% +$1.34M 0.23% 47
2025
Q4 		$901K Buy
18,245
+9,643
+112% +$473K 0.09% 78
2025
Q3 		$423K Buy
+8,602
New +$413K 0.05% 110

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

Ullmann Wealth Partners Group's HIMU Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its iShares High Yield Muni Active ETF (HIMU) stake by 151% in Q1 2026, buying an estimated $1.34M and bringing the position to 45,717 shares worth $2.19M. The position accounts for 0.23% of the portfolio, ranked #47.

Ullmann Wealth Partners Group first reported a position in HIMU in Q3 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

  • Ullmann Wealth Partners Group held 45,717 shares of iShares High Yield Muni Active ETF worth $2.19M as of Q1 2026.
  • Ullmann Wealth Partners Group bought 27,472 iShares High Yield Muni Active ETF shares in Q1 2026, an estimated $1.34M.
  • iShares High Yield Muni Active ETF made up 0.23% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #47 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.