HIMU β€” Ishares High Yield Muni Act Etf

Ownership history in Ethos Financial Group, LLC  Β·  2 quarters on record

AI Ownership Summary

Ethos Financial Group, LLC reported Ishares High Yield Muni Act Etf (HIMU) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows HIMU at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HIMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ethos Financial Group, LLC's position in Ishares High Yield Muni Act Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HIMU was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ethos Financial Group, LLC held HIMU β€” position size vs. price
% of Fund (quarterly)    HIMU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,937 β€” 0% 0.02% $243K 2025-10-23 $48.05
2025 Q2 INITIATED 4,937 β€” β€” 0.02% $240K 2025-08-06 $46.08

🏒 Other funds also holding HIMU

As of 2026 Q1 β€” sorted by position size

NorthAvenue LLC 0.0%

FAQ About Ethos Financial Group, LLC and HIMU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ethos Financial Group, LLC reported owning HIMU?

Ethos Financial Group, LLC reported HIMU across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported HIMU position in Ethos Financial Group, LLC's portfolio?

The largest reported portfolio weight for HIMU was 0.02% in 2025 Q2.

What is the latest reported HIMU position on this page?

The most recent filing on this page is 2025 Q3, when Ethos Financial Group, LLC reported 4,937 shares, equal to 0.02% of portfolio, with an estimated market value of $243K.

What does the chart on this HIMU ownership page compare?

The chart compares Ethos Financial Group, LLC's quarterly HIMU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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