TD Capital Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

TD Capital 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 Q1	$19.6K	Hold	354	–	–	﹤0.01%	373
2025 Q4	$21.5K	Buy	354 +1	+0.3%	+$61	﹤0.01%	340
2025 Q3	$21.3K	Hold	353	–	–	﹤0.01%	316
2025 Q2	$20.3K	Hold	353	–	–	﹤0.01%	314
2025 Q1	$17.3K	Hold	353	–	–	﹤0.01%	267
2024 Q4	$18.8K	Buy	353 +1	+0.3%	+$54	﹤0.01%	247
2024 Q3	$18.1K	Hold	352	–	–	﹤0.01%	255
2024 Q2	$17.7K	Hold	352	–	–	﹤0.01%	248
2024 Q1	$16.8K	Buy	352 +1	+0.3%	+$46	﹤0.01%	251
2023 Q4	$15.1K	Hold	351	–	–	﹤0.01%	256
2023 Q3	$12.8K	Buy	+351	New	+$13.3K	﹤0.01%	267

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

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

TD Capital Management's TECB Position: Q1 2026 in Review

TD Capital Management held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q1 2026 at 354 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

TD Capital Management first reported a position in TECB in Q3 2023 and has held it in 11 quarters since. The position peaked at $21.5K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

TD Capital Management held 354 shares of iShares US Tech Breakthrough Multisector ETF worth $19.6K as of Q1 2026.
TD Capital Management left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q1 2026.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #373 holding.
TD Capital Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2023 and has held it in 11 quarters since.
TD Capital Management's iShares US Tech Breakthrough Multisector ETF position peaked at $21.5K in Q4 2025.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.