Advisory Services Network’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Advisory Services Network’s Portfolio TECB Stock Details TECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Buy	41,419 +1,369	+3%	+$79.9K	0.03%	594
2025 Q4	$2.44M	Sell	40,050 -1,535	-4%	-$94.4K	0.03%	536
2025 Q3	$2.51M	Buy	41,585 +1,342	+3%	+$78.4K	0.04%	500
2025 Q2	$2.33M	Buy	40,243 +10,593	+36%	+$549K	0.04%	502
2025 Q1	$1.45M	Buy	29,650 +9,325	+46%	+$497K	0.03%	616
2024 Q4	$1.08M	Buy	+20,325	New	+$1.09M	0.02%	705
2024 Q1	–	Sell	-292	Closed	-$12.5K	–	3438
2023 Q4	$12.5K	Buy	+292	New	+$11.4K	﹤0.01%	2758

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Services Network's TECB Position: Q1 2026 in Review

Advisory Services Network increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 3.4% in Q1 2026, buying an estimated $79.9K and bringing the position to 41,419 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #594.

Advisory Services Network first reported a position in TECB in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.51M in Q3 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

Advisory Services Network held 41,419 shares of iShares US Tech Breakthrough Multisector ETF worth $2.3M as of Q1 2026.
Advisory Services Network bought 1,369 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $79.9K.
iShares US Tech Breakthrough Multisector ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #594 holding.
Advisory Services Network first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2023 and has held it in 7 quarters since.
Advisory Services Network's iShares US Tech Breakthrough Multisector ETF position peaked at $2.51M in Q3 2025.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.