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

Clearstead 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
2026 Q1	$11.1K	Hold	200	–	–	﹤0.01%	1564
2025 Q4	$12.2K	Hold	200	–	–	﹤0.01%	1839
2025 Q3	$12.1K	Sell	200 -45	-18%	-$2.63K	﹤0.01%	1860
2025 Q2	$14.1K	Hold	245	–	–	﹤0.01%	1764
2025 Q1	$12K	Hold	245	–	–	﹤0.01%	1565
2024 Q4	$13K	Hold	245	–	–	﹤0.01%	1509
2024 Q3	$12.6K	Hold	245	–	–	﹤0.01%	1543
2024 Q2	$12.4K	Buy	+245	New	+$11.7K	﹤0.01%	1503

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Clearstead Advisors's TECB Position: Q1 2026 in Review

Clearstead Advisors held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 200 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Clearstead Advisors first reported a position in TECB in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.1K in Q2 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

Clearstead Advisors held 200 shares of iShares US Tech Breakthrough Multisector ETF worth $11.1K as of Q1 2026.
Clearstead Advisors 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 Clearstead Advisors's portfolio in Q1 2026, its #1564 holding.
Clearstead Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $14.1K in Q2 2025.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.