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

SageView Advisory 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
2025 Q4	$6.11K	Buy	+100	New	+$6.15K	﹤0.01%	1901

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SageView Advisory Group's TECB Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2025: 100 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #1901 among its holdings.

101 funds tracked by Wall St. Rank hold TECB as of Q4 2025.

SageView Advisory Group held 100 shares of iShares US Tech Breakthrough Multisector ETF worth $6.11K as of Q4 2025.
iShares US Tech Breakthrough Multisector ETF was a new SageView Advisory Group position in Q4 2025.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1901 holding.
101 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.