Jones Financial Companies
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Jones Financial Companies’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Jones Financial Companies’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 		– Sell
-135
Closed -$8.22K – 4912
2025
Q4 		$8.22K Buy
+135
New +$8.3K ﹤0.01% 3311

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NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Jones Financial Companies's TECB Position: Q1 2026 in Review

Jones Financial Companies sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2026, closing a stake of 135 shares — an estimated $8.22K sold.

Jones Financial Companies first reported a position in TECB in Q4 2025 and held it in 1 quarter. The position peaked at $8.22K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Jones Financial Companies reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 135 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $8.22K.
  • Jones Financial Companies first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's iShares US Tech Breakthrough Multisector ETF position peaked at $8.22K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.