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 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 $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SSWM

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Hazlett, Burt & Watson's TECB Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 500 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #544.

Hazlett, Burt & Watson first reported a position in TECB in Q1 2024 and has held it in 9 quarters since. The position peaked at $30K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

Hazlett, Burt & Watson held 500 shares of iShares US Tech Breakthrough Multisector ETF worth $28K as of Q1 2026.
Hazlett, Burt & Watson left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q1 2026.
iShares US Tech Breakthrough Multisector ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #544 holding.
Hazlett, Burt & Watson first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2024 and has held it in 9 quarters since.
Hazlett, Burt & Watson's iShares US Tech Breakthrough Multisector ETF position peaked at $30K in Q4 2025.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.