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Dynamic Advisor Solutions’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$934K Buy
+13,020
New +$865K 0.03% 512
2021
Q4 		– Sell
-7,440
Closed -$306K – 804
2021
Q3 		$306K Buy
7,440
+1,010
+16% +$42.3K 0.02% 571
2021
Q2 		$258K Buy
6,430
+100
+2% +$3.75K 0.02% 593
2021
Q1 		$224K Buy
6,330
+50
+0.8% +$1.79K 0.02% 582
2020
Q4 		$221K Buy
+6,280
New +$210K 0.02% 574

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Dynamic Advisor Solutions's TECB Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2026: 13,020 shares worth $934K. The stake represents 0.03% of the portfolio and ranks #512 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in TECB as recently as Q3 2021.

Dynamic Advisor Solutions first reported a position in TECB in Q4 2020 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Dynamic Advisor Solutions held 13,020 shares of iShares US Tech Breakthrough Multisector ETF worth $934K as of Q2 2026.
  • iShares US Tech Breakthrough Multisector ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • iShares US Tech Breakthrough Multisector ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #512 holding.
  • Dynamic Advisor Solutions first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2020 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.