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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
GS
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

Kestra Advisory Services's TECB Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 1.3% in Q1 2026, buying an estimated $11.9K and bringing the position to 15,466 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Kestra Advisory Services first reported a position in TECB in Q4 2020 and has held it in 4 quarters since. The position peaked at $929K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Kestra Advisory Services held 15,466 shares of iShares US Tech Breakthrough Multisector ETF worth $858K as of Q1 2026.
  • Kestra Advisory Services bought 204 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $11.9K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1842 holding.
  • Kestra Advisory Services first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2020 and has held it in 4 quarters since.
  • Kestra Advisory Services's iShares US Tech Breakthrough Multisector ETF position peaked at $929K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.