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Gradient Investments’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-163
Closed -$8.22K – 1178
2024
Q2 		$8.22K Hold
163
– – ﹤0.01% 776
2024
Q1 		$7.8K Hold
163
– – ﹤0.01% 664
2023
Q4 		$7K Hold
163
– – ﹤0.01% 905
2023
Q3 		$5.96K Buy
+163
New +$6.19K ﹤0.01% 913

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gradient Investments's TECB Position: Q3 2024 in Review

Gradient Investments sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2024, closing a stake of 163 shares — an estimated $8.22K sold.

Gradient Investments first reported a position in TECB in Q3 2023 and held it in 4 quarters. The position peaked at $8.22K in Q2 2024. 71 funds tracked by Wall St. Rank hold TECB as of Q3 2024.

  • Gradient Investments reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 163 iShares US Tech Breakthrough Multisector ETF shares in Q3 2024, an estimated $8.22K.
  • Gradient Investments first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2023 and held it in 4 quarters.
  • Gradient Investments's iShares US Tech Breakthrough Multisector ETF position peaked at $8.22K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.