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

Tradewinds 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
2025
Q2 		– Sell
-300
Closed -$14.7K – 692
2025
Q1 		$14.7K Hold
300
– – ﹤0.01% 315
2024
Q4 		$16K Sell
300
-71
-19% -$3.81K ﹤0.01% 320
2024
Q3 		$19K Hold
371
– – 0.01% 277
2024
Q2 		$18.7K Buy
+371
New +$17.7K 0.01% 264

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tradewinds Capital Management's TECB Position: Q2 2025 in Review

Tradewinds Capital Management sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2025, closing a stake of 300 shares — an estimated $14.7K sold.

Tradewinds Capital Management first reported a position in TECB in Q2 2024 and held it in 4 quarters. The position peaked at $19K in Q3 2024. 80 funds tracked by Wall St. Rank hold TECB as of Q2 2025.

  • Tradewinds Capital Management reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 300 iShares US Tech Breakthrough Multisector ETF shares in Q2 2025, an estimated $14.7K.
  • Tradewinds Capital Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2024 and held it in 4 quarters.
  • Tradewinds Capital Management's iShares US Tech Breakthrough Multisector ETF position peaked at $19K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2025.

Based on Tradewinds Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.