TECB β€” ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF

Ownership history in Fiduciary Alliance LLC  Β·  4 quarters on record

AI Ownership Summary

Fiduciary Alliance LLC reported ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF (TECB) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows TECB at 0.02% 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 TECB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiduciary Alliance LLC's position in ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR 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

TECB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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.

How Fiduciary Alliance LLC held TECB β€” position size vs. price
% of Fund (quarterly)    TECB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,397 -848 -11.7% 0.02% $387K 2026-04-20 $61.56
2025 Q4 ADDED 7,245 +860 +13.5% 0.03% $441K 2026-01-22 $60.90
2025 Q3 ADDED 6,385 +728 +12.9% 0.03% $385K 2025-10-08 $62.03
2025 Q2 INITIATED 5,657 β€” β€” 0.02% $324K 2025-07-09 $57.97

FAQ About Fiduciary Alliance LLC and TECB

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

How long has Fiduciary Alliance LLC reported owning TECB?

Fiduciary Alliance LLC reported TECB across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TECB position in Fiduciary Alliance LLC's portfolio?

The largest reported portfolio weight for TECB was 0.03% in 2025 Q4.

What is the latest reported TECB position on this page?

The most recent filing on this page is 2026 Q1, when Fiduciary Alliance LLC reported 6,397 shares, equal to 0.02% of portfolio, with an estimated market value of $387K.

What does the chart on this TECB ownership page compare?

The chart compares Fiduciary Alliance LLC's quarterly TECB 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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