PWM
SECU

Perigon Wealth Management’s iShares Securitized Income Active ETF SECU Stock Holding History

Perigon Wealth Management’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 		$5.24M Buy
105,067
+4,081
+4% +$203K 0.08% 224
2026
Q1 		$5.03M Buy
+100,986
New +$5.06M 0.09% 214

Other funds holding SECU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's SECU Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares Securitized Income Active ETF (SECU) stake by 4% in Q2 2026, buying an estimated $203K and bringing the position to 105,067 shares worth $5.24M. The position accounts for 0.08% of the portfolio, ranked #224.

Perigon Wealth Management first reported a position in SECU in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • Perigon Wealth Management held 105,067 shares of iShares Securitized Income Active ETF worth $5.24M as of Q2 2026.
  • Perigon Wealth Management bought 4,081 iShares Securitized Income Active ETF shares in Q2 2026, an estimated $203K.
  • iShares Securitized Income Active ETF made up 0.08% of Perigon Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Perigon Wealth Management first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.