BCM
TECB icon

Brasada Capital Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Brasada Capital 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 		$540K Sell
9,555
-1,207
-11% -$70.4K 0.1% 122
2025
Q4 		$651K Sell
10,762
-768
-7% -$47.2K 0.11% 114
2025
Q3 		$707K Sell
11,530
-164
-1% -$9.59K 0.12% 113
2025
Q2 		$677K Sell
11,694
-105
-0.9% -$5.44K 0.12% 112
2025
Q1 		$510K Sell
11,799
-389
-3% -$20.7K 0.1% 110
2024
Q4 		$636K Buy
12,188
+363
+3% +$19.5K 0.11% 112
2024
Q3 		$599K Sell
11,825
-644
-5% -$32K 0.1% 112
2024
Q2 		$637K Sell
12,469
-344
-3% -$16.4K 0.11% 108
2024
Q1 		$613K Buy
12,813
+193
+2% +$8.89K 0.11% 119
2023
Q4 		$542K Buy
12,620
+290
+2% +$11.3K 0.1% 118
2023
Q3 		$461K Sell
12,330
-430
-3% -$16.3K 0.11% 105
2023
Q2 		$483K Buy
12,760
+812
+7% +$28K 0.1% 113
2023
Q1 		$397K Buy
11,948
+505
+4% +$15.4K 0.09% 113
2022
Q4 		$313K Buy
11,443
+205
+2% +$5.7K 0.07% 113
2022
Q3 		$294K Buy
11,238
+125
+1% +$3.72K 0.07% 112
2022
Q2 		$313K Sell
11,113
-373
-3% -$11.6K 0.07% 122
2022
Q1 		$419K Buy
11,486
+791
+7% +$28.8K 0.08% 117
2021
Q4 		$418K Buy
10,695
+1,149
+12% +$48.7K 0.08% 125
2021
Q3 		$392K Buy
+9,546
New +$400K 0.08% 127

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

Brasada Capital Management's TECB Position: Q1 2026 in Review

Brasada Capital Management reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 11% in Q1 2026, selling an estimated $70.4K and leaving 9,555 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #122.

Brasada Capital Management first reported a position in TECB in Q3 2021 and has held it in 19 quarters since. The position peaked at $707K in Q3 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Brasada Capital Management held 9,555 shares of iShares US Tech Breakthrough Multisector ETF worth $540K as of Q1 2026.
  • Brasada Capital Management sold 1,207 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $70.4K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.1% of Brasada Capital Management's portfolio in Q1 2026, its #122 holding.
  • Brasada Capital Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2021 and has held it in 19 quarters since.
  • Brasada Capital Management's iShares US Tech Breakthrough Multisector ETF position peaked at $707K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.