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Sigma Planning Corp’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Sigma Planning Corp’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
Q1 		$1.35M Buy
24,325
+2,195
+10% +$128K 0.04% 457
2025
Q4 		$1.35M Sell
22,130
-1
-0% -$61 0.04% 438
2025
Q3 		$1.34M Sell
22,131
-1,393
-6% -$81.4K 0.04% 436
2025
Q2 		$1.35M Buy
23,524
+922
+4% +$47.7K 0.04% 408
2025
Q1 		$1.11M Buy
22,602
+1,077
+5% +$57.4K 0.04% 462
2024
Q4 		$1.14M Buy
21,525
+717
+3% +$38.5K 0.04% 449
2024
Q3 		$1.07M Sell
20,808
-30,196
-59% -$1.5M 0.03% 480
2024
Q2 		$2.57M Buy
51,004
+5,927
+13% +$282K 0.08% 235
2024
Q1 		$2.16M Buy
45,077
+22,848
+103% +$1.05M 0.07% 289
2023
Q4 		$954K Sell
22,229
-19,299
-46% -$751K 0.07% 276
2023
Q3 		$1.52M Sell
41,528
-552
-1% -$21K 0.06% 334
2023
Q2 		$1.59M Sell
42,080
-2,373
-5% -$81.9K 0.06% 330
2023
Q1 		$1.48M Sell
44,453
-45,115
-50% -$1.38M 0.05% 375
2022
Q4 		$2.45M Buy
89,568
+3,140
+4% +$87.3K 0.09% 236
2022
Q3 		$2.26M Buy
86,428
+2,739
+3% +$81.6K 0.09% 232
2022
Q2 		$2.35M Buy
83,689
+10,183
+14% +$316K 0.08% 239
2022
Q1 		$2.68M Buy
73,506
+49,170
+202% +$1.79M 0.08% 249
2021
Q4 		$1.02M Buy
+24,336
New +$1.03M 0.03% 537

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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
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
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Sigma Planning Corp's TECB Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 9.9% in Q1 2026, buying an estimated $128K and bringing the position to 24,325 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #457.

Sigma Planning Corp first reported a position in TECB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.68M in Q1 2022. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Sigma Planning Corp held 24,325 shares of iShares US Tech Breakthrough Multisector ETF worth $1.35M as of Q1 2026.
  • Sigma Planning Corp bought 2,195 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $128K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #457 holding.
  • Sigma Planning Corp first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2021 and has held it in 18 quarters since.
  • Sigma Planning Corp's iShares US Tech Breakthrough Multisector ETF position peaked at $2.68M in Q1 2022.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.