Synergy Investment Management’s iShares Securitized Income Active ETF SECU Stock Holding History

Synergy Investment 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	$239K	Buy	+4,795	New	+$239K	0.06%	155

Other funds holding SECU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synergy Investment Management's SECU Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 4,795 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings.

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

Synergy Investment Management held 4,795 shares of iShares Securitized Income Active ETF worth $239K as of Q2 2026.
iShares Securitized Income Active ETF was a new Synergy Investment Management position in Q2 2026.
iShares Securitized Income Active ETF made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #155 holding.
108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.