Hazlett, Burt & Watson’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Hazlett, Burt & Watson’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	$35K	Hold	500	–	–	0.01%	520
2026 Q1	$28K	Hold	500	–	–	0.01%	544
2025 Q4	$30K	Hold	500	–	–	0.01%	535
2025 Q3	$30K	Hold	500	–	–	0.01%	502
2025 Q2	$28K	Buy	500 +200	+67%	+$10.4K	0.01%	454
2025 Q1	$15K	Hold	300	–	–	0.01%	534
2024 Q4	$16K	Hold	300	–	–	0.01%	489
2024 Q3	$15K	Hold	300	–	–	0.01%	495
2024 Q2	$15K	Hold	300	–	–	0.01%	482
2024 Q1	$15K	Buy	+300	New	+$13.8K	0.01%	474

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $445B AUM 25.58% 1-Year Est. Return

ASN

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 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

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Hazlett, Burt & Watson's TECB Position: Q2 2026 in Review

Hazlett, Burt & Watson held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q2 2026 at 500 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #520.

Hazlett, Burt & Watson first reported a position in TECB in Q1 2024 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Hazlett, Burt & Watson held 500 shares of iShares US Tech Breakthrough Multisector ETF worth $35K as of Q2 2026.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q2 2026, its #520 holding.
Hazlett, Burt & Watson first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2024 and has held it in 10 quarters since.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.