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Bellwether Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Bellwether Advisors’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
2025
Q3 		– Sell
-1,338
Closed -$76.7K – 519
2025
Q2 		$76.7K Hold
1,338
– – 0.01% 190
2025
Q1 		$65.4K Hold
1,338
– – 0.01% 202
2024
Q4 		$71.2K Buy
+1,338
New +$71.8K 0.01% 203

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bellwether Advisors's TECB Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2025, closing a stake of 1,338 shares — an estimated $76.7K sold.

Bellwether Advisors first reported a position in TECB in Q4 2024 and held it in 3 quarters. The position peaked at $76.7K in Q2 2025. 92 funds tracked by Wall St. Rank hold TECB as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1,338 iShares US Tech Breakthrough Multisector ETF shares in Q3 2025, an estimated $76.7K.
  • Bellwether Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $76.7K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.