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
Q3 		$3.7M Sell
46,897
-864
-2% -$64K ﹤0.01% 3144
2026
Q2 		$3.43M Sell
47,761
-1,071
-2% -$71.2K ﹤0.01% 3161
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% -$10K ﹤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

Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Austin Wealth Management
Austin Wealth Management Austin, Texas $477M AUM 11.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial's TECB Position: Q3 2026 in Review

LPL Financial reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 1.8% in Q3 2026, selling an estimated $64K and leaving 46,897 shares worth $3.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

LPL Financial first reported a position in TECB in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.35M in Q4 2024. 47 funds tracked by Wall St. Rank hold TECB as of Q3 2026.

  • LPL Financial held 46,897 shares of iShares US Tech Breakthrough Multisector ETF worth $3.7M as of Q3 2026.
  • LPL Financial sold 864 iShares US Tech Breakthrough Multisector ETF shares in Q3 2026, an estimated $64K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3144 holding.
  • LPL Financial first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2021 and has held it in 18 quarters since.
  • LPL Financial's iShares US Tech Breakthrough Multisector ETF position peaked at $5.35M in Q4 2024.
  • 47 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.