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Financial Management Professionals’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Financial Management Professionals’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
2021
Q3 		– Sell
-124
Closed -$5K – 1044
2021
Q2 		$5K Buy
+124
New +$4.65K ﹤0.01% 530

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Management Professionals's TECB Position: Q3 2021 in Review

Financial Management Professionals sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2021, closing a stake of 124 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in TECB in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 29 funds tracked by Wall St. Rank hold TECB as of Q3 2021.

  • Financial Management Professionals reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Management Professionals sold 124 iShares US Tech Breakthrough Multisector ETF shares in Q3 2021, an estimated $5K.
  • Financial Management Professionals first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2021 and held it in 1 quarter.
  • Financial Management Professionals's iShares US Tech Breakthrough Multisector ETF position peaked at $5K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2021.

Based on Financial Management Professionals's 13F filing for Q3 2021, filed 2 Nov 2021.