PFM
TECB icon

Phillips Financial Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Phillips Financial Management’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
2025
Q1 		– Sell
-56
Closed -$2.98K – 266
2024
Q4 		$2.98K Hold
56
– – ﹤0.01% 254
2024
Q3 		$2.87K Hold
56
– – ﹤0.01% 267
2024
Q2 		$2.82K Hold
56
– – ﹤0.01% 260
2024
Q1 		$2.68K Hold
56
– – ﹤0.01% 255
2023
Q4 		$2.4K Hold
56
– – ﹤0.01% 244
2023
Q3 		$2.05K Hold
56
– – ﹤0.01% 237
2023
Q2 		$2.12K Sell
56
-2,535
-98% -$87.4K ﹤0.01% 233
2023
Q1 		$86.1K Hold
2,591
– – 0.01% 180
2022
Q4 		$70.8K Buy
+2,591
New +$72K 0.01% 168

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

Phillips Financial Management's TECB Position: Q1 2025 in Review

Phillips Financial Management sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2025, closing a stake of 56 shares — an estimated $2.98K sold.

Phillips Financial Management first reported a position in TECB in Q4 2022 and held it in 9 quarters. The position peaked at $86.1K in Q1 2023. 74 funds tracked by Wall St. Rank hold TECB as of Q1 2025.

  • Phillips Financial Management reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2025 after selling out during the quarter.
  • Phillips Financial Management sold 56 iShares US Tech Breakthrough Multisector ETF shares in Q1 2025, an estimated $2.98K.
  • Phillips Financial Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2022 and held it in 9 quarters.
  • Phillips Financial Management's iShares US Tech Breakthrough Multisector ETF position peaked at $86.1K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2025.

Based on Phillips Financial Management's 13F filing for Q1 2025, filed 30 Apr 2025.