HIA
TECB icon

Harbor Investment Advisory’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Harbor Investment Advisory’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
-100
Closed -$5.04K – 1295
2024
Q2 		$5.04K Buy
+100
New +$4.76K ﹤0.01% 966

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

Harbor Investment Advisory's TECB Position: Q3 2024 in Review

Harbor Investment Advisory sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2024, closing a stake of 100 shares — an estimated $5.04K sold.

Harbor Investment Advisory first reported a position in TECB in Q2 2024 and held it in 1 quarter. The position peaked at $5.04K in Q2 2024. 71 funds tracked by Wall St. Rank hold TECB as of Q3 2024.

  • Harbor Investment Advisory reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 100 iShares US Tech Breakthrough Multisector ETF shares in Q3 2024, an estimated $5.04K.
  • Harbor Investment Advisory first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's iShares US Tech Breakthrough Multisector ETF position peaked at $5.04K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.