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

Farther Finance 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 Q2	$348K	Sell	4,852 -101	-2%	-$6.71K	﹤0.01%	1831
2026 Q1	$277K	Sell	4,953 -375	-7%	-$21.9K	﹤0.01%	1784
2025 Q4	$324K	Buy	5,328 +15	+0.3%	+$922	﹤0.01%	1599
2025 Q3	$321K	Sell	5,313 -176	-3%	-$10.3K	﹤0.01%	1347
2025 Q2	$315K	Sell	5,489 -3,276	-37%	-$170K	0.01%	1159
2025 Q1	$431K	Buy	+8,765	New	+$467K	0.01%	847
2024 Q1	–	Sell	-86	Closed	-$3.69K	–	3736
2023 Q4	$3.69K	Buy	+86	New	+$3.35K	﹤0.01%	2122

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Farther Finance Advisors's TECB Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 2% in Q2 2026, selling an estimated $6.71K and leaving 4,852 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Farther Finance Advisors first reported a position in TECB in Q4 2023 and has held it in 7 quarters since. The position peaked at $431K in Q1 2025. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Farther Finance Advisors held 4,852 shares of iShares US Tech Breakthrough Multisector ETF worth $348K as of Q2 2026.
Farther Finance Advisors sold 101 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $6.71K.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1831 holding.
Farther Finance Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2023 and has held it in 7 quarters since.
Farther Finance Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $431K in Q1 2025.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.