Austin Wealth Management
TECB icon

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
Q3 		$1.33M Sell
16,796
-587
-3% -$43.5K 0.28% 52
2026
Q2 		$1.22M Sell
17,383
-45
-0.3% -$2.99K 0.26% 52
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

NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Austin Wealth Management's TECB Position: Q3 2026 in Review

Austin Wealth Management reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 3.4% in Q3 2026, selling an estimated $43.5K and leaving 16,796 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #52.

Austin Wealth Management first reported a position in TECB in Q3 2023 and has held it in 13 quarters since. 81 funds tracked by Wall St. Rank hold TECB as of Q3 2026.

  • Austin Wealth Management held 16,796 shares of iShares US Tech Breakthrough Multisector ETF worth $1.33M as of Q3 2026.
  • Austin Wealth Management sold 587 iShares US Tech Breakthrough Multisector ETF shares in Q3 2026, an estimated $43.5K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.28% of Austin Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Austin Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2023 and has held it in 13 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.