HIMU β€” ISHARES HIGH YIELD MUNI ACTIVE ETF

Ownership history in Rosenberg Matthew Hamilton  Β·  5 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported ISHARES HIGH YIELD MUNI ACTIVE ETF (HIMU) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows HIMU at 0.09% 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 Rosenberg Matthew Hamilton's position in ISHARES HIGH YIELD MUNI ACTIVE 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
2026 Q1

HIMU was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Rosenberg Matthew Hamilton held HIMU β€” position size vs. price
% of Fund (quarterly)    HIMU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 8,985 +448 +5.2% 0.09% $431K 2026-04-07 $48.27
2025 Q4 ADDED 8,537 +2,930 +52.3% 0.09% $416K 2026-01-05 $48.13
2025 Q3 ADDED 5,607 +3,609 +180.6% 0.06% $276K 2025-11-10 $48.15
2025 Q2 ADDED 1,998 +1,635 +450.4% 0.02% $97K 2025-07-28 $45.32
2025 Q1 INITIATED 363 β€” β€” 0.00% $18K 2025-04-28 $46.03

FAQ About Rosenberg Matthew Hamilton and HIMU

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

How long has Rosenberg Matthew Hamilton reported owning HIMU?

Rosenberg Matthew Hamilton reported HIMU across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported HIMU position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for HIMU was 0.09% in 2026 Q1.

What is the latest reported HIMU position on this page?

The most recent filing on this page is 2026 Q1, when Rosenberg Matthew Hamilton reported 8,985 shares, equal to 0.09% of portfolio, with an estimated market value of $431K.

What does the chart on this HIMU ownership page compare?

The chart compares Rosenberg Matthew Hamilton'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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