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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
GS
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

Bartlett & Co Wealth Management's TECB Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 1,552 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Bartlett & Co Wealth Management first reported a position in TECB in Q4 2023 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,552 shares of iShares US Tech Breakthrough Multisector ETF worth $100K as of Q1 2026.
  • Bartlett & Co Wealth Management left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q1 2026.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #570 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2023 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.