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Blue Trust Inc’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-891
Closed -$44.9K – 2946
2024
Q3 		$44.9K Buy
+891
New +$44.2K ﹤0.01% 1616

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Blue Trust Inc's TECB Position: Q4 2024 in Review

Blue Trust Inc sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2024, closing a stake of 891 shares — an estimated $44.9K sold.

Blue Trust Inc first reported a position in TECB in Q3 2024 and held it in 1 quarter. The position peaked at $44.9K in Q3 2024. 74 funds tracked by Wall St. Rank hold TECB as of Q4 2024.

  • Blue Trust Inc reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 891 iShares US Tech Breakthrough Multisector ETF shares in Q4 2024, an estimated $44.9K.
  • Blue Trust Inc first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2024 and held it in 1 quarter.
  • Blue Trust Inc's iShares US Tech Breakthrough Multisector ETF position peaked at $44.9K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.