Waverly Advisors’s iShares High Yield Muni Active ETF HIMU Stock Holding History

Waverly 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	+6,759	New	+$330K	﹤0.01%	1265

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

Waverly Advisors's HIMU Position: Q1 2026 in Review

Waverly Advisors opened a new position in iShares High Yield Muni Active ETF (HIMU) in Q1 2026: 6,759 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings.

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

Waverly Advisors held 6,759 shares of iShares High Yield Muni Active ETF worth $324K as of Q1 2026.
iShares High Yield Muni Active ETF was a new Waverly Advisors position in Q1 2026.
iShares High Yield Muni Active ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1265 holding.
231 funds tracked by Wall St. Rank held iShares High Yield Muni Active ETF as of Q1 2026.

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