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United Capital Financial Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

United Capital Financial Advisors’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 		$3.06M Buy
61,565
+54,845
+816% +$2.68M 0.02% 485
2026
Q1 		$324K Buy
+6,720
New +$328K ﹤0.01% 1312

Other funds holding HIMU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
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

United Capital Financial Advisors's HIMU Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares High Yield Muni Active ETF (HIMU) stake by 816% in Q2 2026, buying an estimated $2.68M and bringing the position to 61,565 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #485.

United Capital Financial Advisors first reported a position in HIMU in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • United Capital Financial Advisors held 61,565 shares of iShares High Yield Muni Active ETF worth $3.06M as of Q2 2026.
  • United Capital Financial Advisors bought 54,845 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $2.68M.
  • iShares High Yield Muni Active ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #485 holding.
  • United Capital Financial Advisors first reported a position in iShares High Yield Muni Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.