Number of Shares
412,393.00
Current Holdings Value*
$20.43 Mil
% of Portfolio
3.94%
Total Estimate Gain
$-833,033.86
% of Total Estimate Gain
-4.04%

Tolleson Wealth Management, Inc.'s iShares High Yield Muni Active ETF Holding Summary

As of 2025-03-31, Tolleson Wealth Management, Inc. held 412,393.00 shares of iShares High Yield Muni Active ETF(HIMU), totaling $20.43 Mil. This investment constitutes 3.94% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds -% of the outstanding iShares High Yield Muni Active ETF(HIMU) stock.

The initial trade took place in 2025Q1. And since then Tolleson Wealth Management, Inc. has made 1 purchases of HIMU, at an average price of $50.01, for a total of 412,393.00 shares. Based on historical transaction data and HIMU's current price of $47.99, Tolleson Wealth Management, Inc.'s estimated gain on his HIMU holdings is $-833,033.86, reflecting a -4.04% gain to date.

Tolleson Wealth Management, Inc. HIMU ($47.99) Holding Chart

Tolleson Wealth Management, Inc. HIMU ($47.99) 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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