EFG
TECB icon

Ehrlich Financial Group’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Ehrlich Financial Group’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
2025
Q4 		– Sell
-3,433
Closed -$207K – 118
2025
Q3 		$207K Sell
3,433
-480
-12% -$28.1K 0.12% 107
2025
Q2 		$224K Buy
+3,913
New +$203K 0.15% 102
2025
Q1 		– Sell
-8,481
Closed -$451K – 118
2024
Q4 		$451K Buy
8,481
+2,519
+42% +$135K 0.32% 62
2024
Q3 		$305K Buy
+5,962
New +$296K 0.22% 73

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Ehrlich Financial Group's TECB Position: Q4 2025 in Review

Ehrlich Financial Group sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2025, closing a stake of 3,433 shares — an estimated $207K sold.

Ehrlich Financial Group first reported a position in TECB in Q3 2024 and held it in 4 quarters. The position peaked at $451K in Q4 2024. 101 funds tracked by Wall St. Rank hold TECB as of Q4 2025.

  • Ehrlich Financial Group reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 3,433 iShares US Tech Breakthrough Multisector ETF shares in Q4 2025, an estimated $207K.
  • Ehrlich Financial Group first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2024 and held it in 4 quarters.
  • Ehrlich Financial Group's iShares US Tech Breakthrough Multisector ETF position peaked at $451K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2025.

Based on Ehrlich Financial Group's 13F filing for Q4 2025, filed 6 Jan 2026.