Kestra Advisory Services’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Kestra Advisory Services’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	$1.17M	Buy	16,281 +815	+5%	+$54.2K	﹤0.01%	1720
2026 Q1	$858K	Buy	15,466 +204	+1%	+$11.9K	﹤0.01%	1842
2025 Q4	$929K	Buy	15,262 +11,724	+331%	+$721K	﹤0.01%	1707
2025 Q3	$214K	Buy	+3,538	New	+$207K	﹤0.01%	2702
2021 Q1	–	Sell	-7,748	Closed	-$272K	–	2058
2020 Q4	$272K	Buy	+7,748	New	+$259K	﹤0.01%	1520

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

Kestra Advisory Services's TECB Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 5.3% in Q2 2026, buying an estimated $54.2K and bringing the position to 16,281 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Kestra Advisory Services first reported a position in TECB in Q4 2020 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Kestra Advisory Services held 16,281 shares of iShares US Tech Breakthrough Multisector ETF worth $1.17M as of Q2 2026.
Kestra Advisory Services bought 815 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $54.2K.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1720 holding.
Kestra Advisory Services first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2020 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.