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Fiduciary Alliance’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Fiduciary Alliance’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
Q3 		$514K Hold
6,507
– – 0.04% 314
2026
Q2 		$467K Buy
6,507
+110
+2% +$7.31K 0.03% 375
2026
Q1 		$387K Sell
6,397
-848
-12% -$49.5K 0.02% 403
2025
Q4 		$441K Buy
7,245
+860
+13% +$52.9K 0.03% 356
2025
Q3 		$385K Buy
6,385
+728
+13% +$42.6K 0.03% 376
2025
Q2 		$324K Buy
+5,657
New +$293K 0.02% 378

Other funds holding TECB

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fiduciary Alliance's TECB Position: Q3 2026 in Review

Fiduciary Alliance held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q3 2026 at 6,507 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #314.

Fiduciary Alliance first reported a position in TECB in Q2 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold TECB as of Q3 2026.

  • Fiduciary Alliance held 6,507 shares of iShares US Tech Breakthrough Multisector ETF worth $514K as of Q3 2026.
  • Fiduciary Alliance left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q3 2026.
  • iShares US Tech Breakthrough Multisector ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #314 holding.
  • Fiduciary Alliance first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.