LPL Financial
TECB icon

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

LPL Financial’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 		$2.71M Sell
48,832
-5,752
-11% -$336K ﹤0.01% 3225
2025
Q4 		$3.32M Buy
54,584
+8,127
+17% +$500K ﹤0.01% 2910
2025
Q3 		$2.8M Buy
46,457
+191
+0.4% +$11.2K ﹤0.01% 3004
2025
Q2 		$2.65M Buy
46,266
+10,539
+29% +$546K ﹤0.01% 2861
2025
Q1 		$1.75M Sell
35,727
-64,788
-64% -$3.45M ﹤0.01% 3075
2024
Q4 		$5.35M Sell
100,515
-186
-0.2% -$9.97K ﹤0.01% 2029
2024
Q3 		$5.16M Buy
100,701
+14,572
+17% +$723K ﹤0.01% 1966
2024
Q2 		$4.34M Sell
86,129
-16,009
-16% -$762K ﹤0.01% 1978
2024
Q1 		$4.89M Buy
102,138
+59,051
+137% +$2.72M ﹤0.01% 1800
2023
Q4 		$1.85M Buy
43,087
+12,643
+42% +$492K ﹤0.01% 2479
2023
Q3 		$1.11M Buy
30,444
+10,913
+56% +$414K ﹤0.01% 2803
2023
Q2 		$739K Buy
+19,531
New +$674K ﹤0.01% 3116
2022
Q2 		– Sell
-17,712
Closed -$646K – 4530
2022
Q1 		$646K Sell
17,712
-42,405
-71% -$1.54M ﹤0.01% 2995
2021
Q4 		$2.52M Sell
60,117
-29,526
-33% -$1.25M ﹤0.01% 1921
2021
Q3 		$3.68M Buy
89,643
+57,733
+181% +$2.42M ﹤0.01% 1599
2021
Q2 		$1.28M Buy
+31,910
New +$1.2M ﹤0.01% 2354

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial's TECB Position: Q1 2026 in Review

LPL Financial reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 11% in Q1 2026, selling an estimated $336K and leaving 48,832 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

LPL Financial first reported a position in TECB in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.35M in Q4 2024. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • LPL Financial held 48,832 shares of iShares US Tech Breakthrough Multisector ETF worth $2.71M as of Q1 2026.
  • LPL Financial sold 5,752 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $336K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3225 holding.
  • LPL Financial first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2021 and has held it in 16 quarters since.
  • LPL Financial's iShares US Tech Breakthrough Multisector ETF position peaked at $5.35M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.