NFG
TECB icon

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

Next Financial 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
2021
Q4 		$1K Hold
27
– – ﹤0.01% 2806
2021
Q3 		$1K Hold
27
– – ﹤0.01% 2683
2021
Q2 		$1K Hold
27
– – ﹤0.01% 2566
2021
Q1 		$1K Buy
+27
New +$968 ﹤0.01% 2464

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's TECB Position: Q4 2021 in Review

Next Financial Group held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q4 2021 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

Next Financial Group first reported a position in TECB in Q1 2021 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold TECB as of Q4 2021.

  • Next Financial Group held 27 shares of iShares US Tech Breakthrough Multisector ETF worth $1K as of Q4 2021.
  • Next Financial Group left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q4 2021.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2806 holding.
  • Next Financial Group first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2021 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.