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Mather Group’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Mather Group’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
2024
Q2 		– Sell
-114
Closed -$4.89K – 2274
2024
Q1 		$4.89K Buy
+114
New +$5.25K ﹤0.01% 1353

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Mather Group's TECB Position: Q2 2024 in Review

Mather Group sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2024, closing a stake of 114 shares — an estimated $4.89K sold.

Mather Group first reported a position in TECB in Q1 2024 and held it in 1 quarter. The position peaked at $4.89K in Q1 2024. 67 funds tracked by Wall St. Rank hold TECB as of Q2 2024.

  • Mather Group reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 114 iShares US Tech Breakthrough Multisector ETF shares in Q2 2024, an estimated $4.89K.
  • Mather Group first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's iShares US Tech Breakthrough Multisector ETF position peaked at $4.89K in Q1 2024.
  • 67 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.