JB Capital
SECU icon

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
Q3 		$4.35M Buy
89,605
+4,358
+5% +$215K 0.15% 83
2026
Q2 		$4.25M Buy
+85,247
New +$4.24M 0.15% 86

Other funds holding SECU

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

JB Capital's SECU Position: Q3 2026 in Review

JB Capital increased its iShares Securitized Income Active ETF (SECU) stake by 5.1% in Q3 2026, buying an estimated $215K and bringing the position to 89,605 shares worth $4.35M. The position accounts for 0.15% of the portfolio, ranked #83.

JB Capital first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • JB Capital held 89,605 shares of iShares Securitized Income Active ETF worth $4.35M as of Q3 2026.
  • JB Capital bought 4,358 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $215K.
  • iShares Securitized Income Active ETF made up 0.15% of JB Capital's portfolio in Q3 2026, its #83 holding.
  • JB Capital first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.