Concurrent Investment Advisors’s iShares Securitized Income Active ETF SECU Stock Holding History

Concurrent Investment Advisors’s Portfolio SECU Stock Details SECU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$288K	Buy	+5,768	New	+$287K	﹤0.01%	1715

Other funds holding SECU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's SECU Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 5,768 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings.

108 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

Concurrent Investment Advisors held 5,768 shares of iShares Securitized Income Active ETF worth $288K as of Q2 2026.
iShares Securitized Income Active ETF was a new Concurrent Investment Advisors position in Q2 2026.
iShares Securitized Income Active ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1715 holding.
108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.