Lockerman Financial Group
SECU icon

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

Lockerman 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 		$316K Buy
6,507
+539
+9% +$26.6K 0.45% 59
2026
Q2 		$298K Buy
+5,968
New +$297K 0.45% 64

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

Lockerman Financial Group increased its iShares Securitized Income Active ETF (SECU) stake by 9% in Q3 2026, buying an estimated $26.6K and bringing the position to 6,507 shares worth $316K. The position accounts for 0.45% of the portfolio, ranked #59.

Lockerman Financial Group first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Lockerman Financial Group held 6,507 shares of iShares Securitized Income Active ETF worth $316K as of Q3 2026.
  • Lockerman Financial Group bought 539 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $26.6K.
  • iShares Securitized Income Active ETF made up 0.45% of Lockerman Financial Group's portfolio in Q3 2026, its #59 holding.
  • Lockerman Financial Group first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.