Bartlett & Co Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Bartlett & Co 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 Q2	$111K	Hold	1,552	–	–	﹤0.01%	609
2026 Q1	$100K	Hold	1,552	–	–	﹤0.01%	570
2025 Q4	$94.5K	Hold	1,552	–	–	﹤0.01%	569
2025 Q3	$93.7K	Hold	1,552	–	–	﹤0.01%	570
2025 Q2	$89K	Hold	1,552	–	–	﹤0.01%	567
2025 Q1	$75.9K	Hold	1,552	–	–	﹤0.01%	586
2024 Q4	$82.6K	Hold	1,552	–	–	﹤0.01%	564
2024 Q3	$79.5K	Hold	1,552	–	–	﹤0.01%	578
2024 Q2	$78.2K	Hold	1,552	–	–	﹤0.01%	585
2024 Q1	$74.3K	Hold	1,552	–	–	﹤0.01%	601
2023 Q4	$67K	Buy	+1,552	New	+$60.4K	﹤0.01%	642

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SSWM

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Bartlett & Co Wealth Management's TECB Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q2 2026 at 1,552 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Bartlett & Co Wealth Management first reported a position in TECB in Q4 2023 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Bartlett & Co Wealth Management held 1,552 shares of iShares US Tech Breakthrough Multisector ETF worth $111K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q2 2026.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #609 holding.
Bartlett & Co Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2023 and has held it in 11 quarters since.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.