SPC
TECB icon

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
Q2 		$2.19M Buy
30,574
+6,249
+26% +$415K 0.06% 340
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 $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Sigma Planning Corp's TECB Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 26% in Q2 2026, buying an estimated $415K and bringing the position to 30,574 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #340.

Sigma Planning Corp first reported a position in TECB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.68M in Q1 2022. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Sigma Planning Corp held 30,574 shares of iShares US Tech Breakthrough Multisector ETF worth $2.19M as of Q2 2026.
  • Sigma Planning Corp bought 6,249 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $415K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #340 holding.
  • Sigma Planning Corp first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2021 and has held it in 19 quarters since.
  • Sigma Planning Corp's iShares US Tech Breakthrough Multisector ETF position peaked at $2.68M in Q1 2022.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.