Ehrlich Financial Group
SECU icon

Ehrlich Financial Group’s iShares Securitized Income Active ETF SECU Stock Holding History

Ehrlich Financial Group’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
Q3 		$438K Buy
9,026
+3,372
+60% +$167K 0.23% 80
2026
Q2 		$282K Buy
+5,654
New +$281K 0.15% 98

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Ehrlich Financial Group's SECU Position: Q3 2026 in Review

Ehrlich Financial Group increased its iShares Securitized Income Active ETF (SECU) stake by 60% in Q3 2026, buying an estimated $167K and bringing the position to 9,026 shares worth $438K. The position accounts for 0.23% of the portfolio, ranked #80.

Ehrlich Financial Group first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Ehrlich Financial Group held 9,026 shares of iShares Securitized Income Active ETF worth $438K as of Q3 2026.
  • Ehrlich Financial Group bought 3,372 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $167K.
  • iShares Securitized Income Active ETF made up 0.23% of Ehrlich Financial Group's portfolio in Q3 2026, its #80 holding.
  • Ehrlich Financial Group first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.