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Kerr Financial Planning’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Kerr Financial Planning’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 		$16.4K Hold
228
– – 0.02% 310
2026
Q1 		$14.3K Sell
228
-326
-59% -$19K 0.01% 319
2025
Q4 		$33K Buy
554
+227
+69% +$14K 0.04% 225
2025
Q3 		$20K Buy
+327
New +$19.1K 0.03% 268

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Kerr Financial Planning's TECB Position: Q2 2026 in Review

Kerr Financial Planning held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q2 2026 at 228 shares worth $16.4K. The position accounts for 0.02% of the portfolio, ranked #310.

Kerr Financial Planning first reported a position in TECB in Q3 2025 and has held it in 4 quarters since. The position peaked at $33K in Q4 2025. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Kerr Financial Planning held 228 shares of iShares US Tech Breakthrough Multisector ETF worth $16.4K as of Q2 2026.
  • Kerr Financial Planning left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q2 2026.
  • iShares US Tech Breakthrough Multisector ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #310 holding.
  • Kerr Financial Planning first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares US Tech Breakthrough Multisector ETF position peaked at $33K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.