Sequoia Financial Advisors’s iShares Securitized Income Active ETF SECU Stock Holding History
Bought
Maintained
Sold
Other funds holding SECU
Sequoia Financial Advisors's SECU Position: Q3 2026 in Review
Sequoia Financial Advisors increased its iShares Securitized Income Active ETF (SECU) stake by 29% in Q3 2026, buying an estimated $278K and bringing the position to 24,903 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #772.
Sequoia Financial Advisors first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold SECU as of Q3 2026.
- Sequoia Financial Advisors held 24,903 shares of iShares Securitized Income Active ETF worth $1.21M as of Q3 2026.
- Sequoia Financial Advisors bought 5,618 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $278K.
- iShares Securitized Income Active ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q3 2026, its #772 holding.
- Sequoia Financial Advisors first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
- 103 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.
Based on Sequoia Financial Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.