Venturi Wealth Management’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
$442K Sell
8,881
-235
-3% -$11.5K 0.02% 407
2026
Q1
$437K Buy
9,116
+4,286
+89% +$209K 0.02% 380
2025
Q4
$235K Buy
4,830
+656
+16% +$32.2K 0.01% 512
2025
Q3
$205K Buy
+4,174
New +$200K 0.01% 545

Other funds holding HIMU

Venturi Wealth Management's HIMU Position: Q2 2026 in Review

Venturi Wealth Management reduced its iShares High Yield Muni Active ETF (HIMU) stake by 2.6% in Q2 2026, selling an estimated $11.5K and leaving 8,881 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #407.

Venturi Wealth Management first reported a position in HIMU in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold HIMU as of Q2 2026.

  • Venturi Wealth Management held 8,881 shares of iShares High Yield Muni Active ETF worth $442K as of Q2 2026.
  • Venturi Wealth Management sold 235 iShares High Yield Muni Active ETF shares in Q2 2026, an estimated $11.5K.
  • iShares High Yield Muni Active ETF made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Venturi Wealth Management first reported a position in iShares High Yield Muni Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.