Envestnet Asset Management
TECB icon

Envestnet Asset Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Envestnet Asset 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 		$221K Buy
3,981
+642
+19% +$37.5K ﹤0.01% 4461
2025
Q4 		$203K Buy
+3,339
New +$205K ﹤0.01% 4262

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

Envestnet Asset Management's TECB Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 19% in Q1 2026, buying an estimated $37.5K and bringing the position to 3,981 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #4461.

Envestnet Asset Management first reported a position in TECB in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Envestnet Asset Management held 3,981 shares of iShares US Tech Breakthrough Multisector ETF worth $221K as of Q1 2026.
  • Envestnet Asset Management bought 642 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $37.5K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4461 holding.
  • Envestnet Asset Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.