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Marshall Financial Group (Maryland)’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-4,085
Closed -$249K – 306
2025
Q4 		$249K Sell
4,085
-533
-12% -$32.8K 0.05% 255
2025
Q3 		$279K Sell
4,618
-131
-3% -$7.66K 0.05% 220
2025
Q2 		$273K Sell
4,749
-1,060
-18% -$54.9K 0.05% 216
2025
Q1 		$284K Sell
5,809
-473
-8% -$25.2K 0.06% 196
2024
Q4 		$334K Sell
6,282
-2
-0% -$107 0.08% 171
2024
Q3 		$322K Buy
+6,284
New +$312K 0.08% 176

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

Marshall Financial Group (Maryland)'s TECB Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2026, closing a stake of 4,085 shares — an estimated $249K sold.

Marshall Financial Group (Maryland) first reported a position in TECB in Q3 2024 and held it in 6 quarters. The position peaked at $334K in Q4 2024. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Marshall Financial Group (Maryland) reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,085 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $249K.
  • Marshall Financial Group (Maryland) first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2024 and held it in 6 quarters.
  • Marshall Financial Group (Maryland)'s iShares US Tech Breakthrough Multisector ETF position peaked at $334K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.