Bay Harbor Wealth Management, LLC TCHI — ISHARES MSCI CHINA MULTISECTOR TECH ETF

Ownership history in Bay Harbor Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

Bay Harbor Wealth Management, LLC reported ISHARES MSCI CHINA MULTISECTOR TECH ETF (TCHI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows TCHI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TCHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bay Harbor Wealth Management, LLC's position in ISHARES MSCI CHINA MULTISECTOR TECH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TCHI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TCHI stock page Bay Harbor Wealth Management, LLC fund profile Bay Harbor Wealth Management, LLC full holdings
How Bay Harbor Wealth Management, LLC held TCHI — position size vs. price
% of Fund (quarterly)    TCHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 51 — 0% 0.00% $1K 2026-04-14 $23.20
2025 Q4 ADDED — — — 51 +1 +2.0% 0.00% $1K 2026-02-02 $24.25
2025 Q3 UNCHANGED — — — 50 — 0% 0.00% $1K 2025-10-09 $26.06
2025 Q2 UNCHANGED — — — 50 — 0% 0.00% $1K 2025-07-22 $20.80
2025 Q1 UNCHANGED — — — 50 — 0% 0.00% $1K 2025-05-12 $19.24
2024 Q4 UNCHANGED — — — 50 — 0% 0.00% $901 2025-01-27 $18.10
2024 Q3 INITIATED — — — 50 — — 0.00% $956 2024-10-24 $17.54

🏢 Other funds also holding TCHI

As of 2026 Q1 — sorted by position size

GWN SECURITIES INC. 0.05% Triumph Capital Management 3Y 0.01% Sunbelt Securities, Inc. 3Y 7Y 0.0% PRINCIPAL FINANCIAL GROUP INC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% Aviso Financial Inc. 0.0% TD Waterhouse Canada Inc. 0.0%

FAQ About Bay Harbor Wealth Management, LLC and TCHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bay Harbor Wealth Management, LLC reported owning TCHI?

Bay Harbor Wealth Management, LLC reported TCHI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TCHI position in Bay Harbor Wealth Management, LLC's portfolio?

The largest reported portfolio weight for TCHI was 0.00% in 2025 Q3.

What is the latest reported TCHI position on this page?

The most recent filing on this page is 2026 Q1, when Bay Harbor Wealth Management, LLC reported 51 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this TCHI ownership page compare?

The chart compares Bay Harbor Wealth Management, LLC's quarterly TCHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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