Wealth Preservation Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-15	Closed	-$849	–	853
2026 Q1	$849	Hold	15	–	–	﹤0.01%	711
2025 Q4	$931	Hold	15	–	–	﹤0.01%	567
2025 Q3	$922	Hold	15	–	–	﹤0.01%	541
2025 Q2	$875	Hold	15	–	–	﹤0.01%	545
2025 Q1	$746	Buy	+15	New	+$799	﹤0.01%	526

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wealth Preservation Advisors's TECB Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2026, closing a stake of 15 shares — an estimated $849 sold.

Wealth Preservation Advisors first reported a position in TECB in Q1 2025 and held it in 5 quarters. The position peaked at $931 in Q4 2025. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Wealth Preservation Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 15 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $849.
Wealth Preservation Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $931 in Q4 2025.
93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.