Number of Shares
70,238.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
0.52%
Total Estimate Gain
$-151,714.08
% of Total Estimate Gain
-4.32%

One Wealth Advisors, LLC's iShares High Yield Muni Active ETF Holding Summary

As of 2025-03-31, One Wealth Advisors, LLC held 70,238.00 shares of iShares High Yield Muni Active ETF(HIMU), totaling $3.48 Mil. This investment constitutes 0.52% of their stock portfolio, and One Wealth Advisors, LLC now holds -% of the outstanding iShares High Yield Muni Active ETF(HIMU) stock.

The initial trade took place in 2025Q1. And since then One Wealth Advisors, LLC has made 1 purchases of HIMU, at an average price of $50.01, for a total of 70,238.00 shares. Based on historical transaction data and HIMU's current price of $47.85, One Wealth Advisors, LLC's estimated gain on his HIMU holdings is $-151,714.08, reflecting a -4.32% gain to date.

One Wealth Advisors, LLC HIMU ($47.85) Holding Chart

One Wealth Advisors, LLC HIMU ($47.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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