BFC Planning, Inc.’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

BFC Planning, Inc.’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	$11.6K	Hold	161	–	–	﹤0.01%	2290
2026 Q1	$8.93K	Hold	161	–	–	﹤0.01%	2092
2025 Q4	$9.8K	Hold	161	–	–	﹤0.01%	2092
2025 Q3	$9.7K	Hold	161	–	–	﹤0.01%	1941
2025 Q2	$9.24K	Hold	161	–	–	﹤0.01%	1853
2025 Q1	$7.87K	Hold	161	–	–	﹤0.01%	1863
2024 Q4	$8.56K	Buy	+161	New	+$8.63K	﹤0.01%	1824

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 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 $468B AUM 17.69% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 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

Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

BFC Planning, Inc.'s TECB Position: Q2 2026 in Review

BFC Planning, Inc. held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q2 2026 at 161 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

BFC Planning, Inc. first reported a position in TECB in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

BFC Planning, Inc. held 161 shares of iShares US Tech Breakthrough Multisector ETF worth $11.6K as of Q2 2026.
BFC Planning, Inc. left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q2 2026.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2290 holding.
BFC Planning, Inc. first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and has held it in 7 quarters since.
94 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.