JC
SECU

JB Capital’s iShares Securitized Income Active ETF SECU Stock Holding History

JB Capital’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 		$4.25M Buy
+85,247
New +$4.24M 0.15% 86

Other funds holding SECU

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

JB Capital's SECU Position: Q2 2026 in Review

JB Capital opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 85,247 shares worth $4.25M. The stake represents 0.15% of the portfolio and ranks #86 among its holdings.

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

  • JB Capital held 85,247 shares of iShares Securitized Income Active ETF worth $4.25M as of Q2 2026.
  • iShares Securitized Income Active ETF was a new JB Capital position in Q2 2026.
  • iShares Securitized Income Active ETF made up 0.15% of JB Capital's portfolio in Q2 2026, its #86 holding.
  • 37 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.