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

Stonebridge Financial Planning 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
2026 Q1	$2.01M	Sell	36,204 -964	-3%	-$56.3K	0.74%	40
2025 Q4	$2.26M	Buy	37,168 +410	+1%	+$25.2K	0.82%	34
2025 Q3	$2.22M	Buy	36,758 +3,089	+9%	+$181K	0.83%	36
2025 Q2	$1.93M	Sell	33,669 -1,646	-5%	-$85.2K	0.81%	40
2025 Q1	$1.73M	Buy	35,315 +4,329	+14%	+$231K	0.79%	40
2024 Q4	$1.65M	Buy	30,986 +8,275	+36%	+$444K	0.74%	42
2024 Q3	$1.16M	Buy	22,711 +11,931	+111%	+$592K	0.55%	53
2024 Q2	$543K	Buy	10,780 +6,450	+149%	+$307K	0.27%	98
2024 Q1	$207K	Buy	+4,330	New	+$199K	0.11%	150

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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

Stonebridge Financial Planning Group's TECB Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 2.6% in Q1 2026, selling an estimated $56.3K and leaving 36,204 shares worth $2.01M. The position accounts for 0.74% of the portfolio, ranked #40.

Stonebridge Financial Planning Group first reported a position in TECB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.26M in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

Stonebridge Financial Planning Group held 36,204 shares of iShares US Tech Breakthrough Multisector ETF worth $2.01M as of Q1 2026.
Stonebridge Financial Planning Group sold 964 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $56.3K.
iShares US Tech Breakthrough Multisector ETF made up 0.74% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #40 holding.
Stonebridge Financial Planning Group first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2024 and has held it in 9 quarters since.
Stonebridge Financial Planning Group's iShares US Tech Breakthrough Multisector ETF position peaked at $2.26M in Q4 2025.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.