NewEdge Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

NewEdge Advisors’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 Q2	$513K	Buy	7,144 +5,454	+323%	+$362K	﹤0.01%	2129
2026 Q1	$93.8K	Hold	1,690	–	–	﹤0.01%	2771
2025 Q4	$103K	Sell	1,690 -35	-2%	-$2.15K	﹤0.01%	2755
2025 Q3	$104K	Hold	1,725	–	–	﹤0.01%	2591
2025 Q2	$98.9K	Sell	1,725 -48	-3%	-$2.49K	﹤0.01%	2428
2025 Q1	$86.7K	Hold	1,773	–	–	﹤0.01%	2345
2024 Q4	$94.3K	Buy	1,773 +35	+2%	+$1.88K	﹤0.01%	2301
2024 Q3	$89K	Hold	1,738	–	–	﹤0.01%	2233
2024 Q2	$87.6K	Hold	1,738	–	–	﹤0.01%	2166
2024 Q1	$83.2K	Hold	1,738	–	–	﹤0.01%	2125
2023 Q4	$74.6K	Hold	1,738	–	–	﹤0.01%	2073
2023 Q3	$63.5K	Hold	1,738	–	–	﹤0.01%	2015
2023 Q2	$65.8K	Buy	1,738 +423	+32%	+$14.6K	﹤0.01%	2002
2023 Q1	$43.7K	Hold	1,315	–	–	﹤0.01%	2052
2022 Q4	$36	Buy	+1,315	New	+$36.6K	﹤0.01%	3518

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

NewEdge Advisors's TECB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 323% in Q2 2026, buying an estimated $362K and bringing the position to 7,144 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

NewEdge Advisors first reported a position in TECB in Q4 2022 and has held it in 15 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

NewEdge Advisors held 7,144 shares of iShares US Tech Breakthrough Multisector ETF worth $513K as of Q2 2026.
NewEdge Advisors bought 5,454 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $362K.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2129 holding.
NewEdge Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2022 and has held it in 15 quarters since.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.