SIM
TECB icon

Synergy Investment Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Synergy Investment 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
2026
Q2 		$10.8K Buy
+150
New +$9.97K ﹤0.01% 620

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

Synergy Investment Management's TECB Position: Q2 2026 in Review

Synergy Investment Management opened a new position in iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2026: 150 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings.

93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Synergy Investment Management held 150 shares of iShares US Tech Breakthrough Multisector ETF worth $10.8K as of Q2 2026.
  • iShares US Tech Breakthrough Multisector ETF was a new Synergy Investment Management position in Q2 2026.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #620 holding.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.