Austin Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Austin Wealth Management’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	$985K	Sell	17,428 -354	-2%	-$20.7K	0.22%	57
2025 Q4	$1.1M	Sell	17,782 -1,097	-6%	-$67.4K	0.16%	74
2025 Q3	$1.16M	Sell	18,879 -890	-5%	-$52K	0.18%	71
2025 Q2	$1.14M	Buy	19,769 +7	+0%	+$363	0.2%	61
2025 Q1	$972K	Sell	19,762 -990	-5%	-$52.7K	0.19%	59
2024 Q4	$1.12M	Hold	20,752	–	–	0.23%	57
2024 Q3	$1.05M	Sell	20,752 -143	-0.7%	-$7.1K	0.23%	53
2024 Q2	$1.07M	Sell	20,895 -665	-3%	-$31.7K	0.25%	51
2024 Q1	$1.05M	Sell	21,560 -642	-3%	-$29.6K	0.26%	50
2023 Q4	$1.03M	Sell	22,202 -591	-3%	-$23K	0.28%	48
2023 Q3	$912K	Buy	+22,793	New	+$865K	0.28%	47

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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

Austin Wealth Management's TECB Position: Q1 2026 in Review

Austin Wealth Management reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 2% in Q1 2026, selling an estimated $20.7K and leaving 17,428 shares worth $985K. The position accounts for 0.22% of the portfolio, ranked #57.

Austin Wealth Management first reported a position in TECB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q3 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

Austin Wealth Management held 17,428 shares of iShares US Tech Breakthrough Multisector ETF worth $985K as of Q1 2026.
Austin Wealth Management sold 354 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $20.7K.
iShares US Tech Breakthrough Multisector ETF made up 0.22% of Austin Wealth Management's portfolio in Q1 2026, its #57 holding.
Austin Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2023 and has held it in 11 quarters since.
Austin Wealth Management's iShares US Tech Breakthrough Multisector ETF position peaked at $1.16M in Q3 2025.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.