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TECB icon

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

Certuity’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 		$474K Hold
8,552
– – 0.03% 305
2025
Q4 		$521K Hold
8,552
– – 0.03% 266
2025
Q3 		$516K Buy
+8,552
New +$500K 0.04% 260

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

Certuity's TECB Position: Q1 2026 in Review

Certuity held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 8,552 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #305.

Certuity first reported a position in TECB in Q3 2025 and has held it in 3 quarters since. The position peaked at $521K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Certuity held 8,552 shares of iShares US Tech Breakthrough Multisector ETF worth $474K as of Q1 2026.
  • Certuity left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q1 2026.
  • iShares US Tech Breakthrough Multisector ETF made up 0.03% of Certuity's portfolio in Q1 2026, its #305 holding.
  • Certuity first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2025 and has held it in 3 quarters since.
  • Certuity's iShares US Tech Breakthrough Multisector ETF position peaked at $521K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.