Asset Dedication LLC’s iShares Future Exponential Technologies ETF XT Stock Holding History

Asset Dedication LLC’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-75	Closed	-$5.23K	–	1197
2025 Q4	$5.23K	Buy	75 +60	+400%	+$4.4K	﹤0.01%	886
2025 Q3	$1.08K	Buy	+15	New	+$1.01K	﹤0.01%	1063
2024 Q4	–	Sell	-174	Closed	-$10.6K	–	1179
2024 Q3	$10.6K	Buy	+174	New	+$10.2K	﹤0.01%	791
2022 Q1	–	Sell	-135	Closed	-$9K	–	1060
2021 Q4	$9K	Hold	135	–	–	﹤0.01%	664
2021 Q3	$8K	Buy	+135	New	+$8.7K	﹤0.01%	737

Other funds holding XT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Asset Dedication LLC's XT Position: Q1 2026 in Review

Asset Dedication LLC sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 75 shares — an estimated $5.23K sold.

Asset Dedication LLC first reported a position in XT in Q3 2021 and held it in 5 quarters. The position peaked at $10.6K in Q3 2024. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Asset Dedication LLC reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
Asset Dedication LLC sold 75 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $5.23K.
Asset Dedication LLC first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 5 quarters.
Asset Dedication LLC's iShares Future Exponential Technologies ETF position peaked at $10.6K in Q3 2024.
268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.