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 Q2	$241K	Sell	4,831 -40,886	-89%	-$1.99M	0.02%	151
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Ullmann Wealth Partners Group's HIMU Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its iShares High Yield Muni Active ETF (HIMU) stake by 89% in Q2 2026, selling an estimated $1.99M and leaving 4,831 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #151.

Ullmann Wealth Partners Group first reported a position in HIMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q1 2026. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

Ullmann Wealth Partners Group held 4,831 shares of iShares High Yield Muni Active ETF worth $241K as of Q2 2026.
Ullmann Wealth Partners Group sold 40,886 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $1.99M.
iShares High Yield Muni Active ETF made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #151 holding.
Ullmann Wealth Partners Group first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
Ullmann Wealth Partners Group's iShares High Yield Muni Active ETF position peaked at $2.19M in Q1 2026.
236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

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