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 Q1	$324K	Buy	+6,720	New	+$328K	﹤0.01%	1312

Other funds holding HIMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

United Capital Financial Advisors's HIMU Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q1 2026: 6,720 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1312 among its holdings.

231 funds tracked by Wall St. Rank hold HIMU as of Q1 2026.

United Capital Financial Advisors held 6,720 shares of iShares High Yield Muni Active ETF worth $324K as of Q1 2026.
iShares High Yield Muni Active ETF was a new United Capital Financial Advisors position in Q1 2026.
iShares High Yield Muni Active ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1312 holding.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.