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Coastline Trust’s iShares Future Exponential Technologies ETF XT Stock Holding History

Coastline Trust’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
Q2 		$436K Hold
5,280
– – 0.04% 163
2026
Q1 		$360K Hold
5,280
– – 0.04% 171
2025
Q4 		$368K Hold
5,280
– – 0.03% 177
2025
Q3 		$380K Hold
5,280
– – 0.04% 166
2025
Q2 		$345K Hold
5,280
– – 0.04% 167
2025
Q1 		$304K Hold
5,280
– – 0.04% 176
2024
Q4 		$315K Hold
5,280
– – 0.04% 178
2024
Q3 		$321K Buy
+5,280
New +$310K 0.04% 183
2022
Q4 		– Sell
-109,804
Closed -$4.89M – 314
2022
Q3 		$4.89M Sell
109,804
-3,971
-3% -$198K 0.78% 27
2022
Q2 		$5.45M Sell
113,775
-17,154
-13% -$890K 0.81% 25
2022
Q1 		$7.73M Buy
130,929
+7,370
+6% +$433K 0.94% 16
2021
Q4 		$8.16M Buy
123,559
+1,665
+1% +$108K 0.93% 19
2021
Q3 		$7.65M Buy
121,894
+1,719
+1% +$111K 0.95% 19
2021
Q2 		$7.6M Sell
120,175
-14,515
-11% -$894K 0.94% 19
2021
Q1 		$7.98M Buy
134,690
+285
+0.2% +$16.9K 1.03% 18
2020
Q4 		$7.69M Buy
134,405
+10,190
+8% +$538K 1.03% 16
2020
Q3 		$6.04M Buy
124,215
+43,270
+53% +$2.07M 0.91% 19
2020
Q2 		$3.6M Buy
80,945
+15,530
+24% +$637K 0.57% 56
2020
Q1 		$2.33M Buy
65,415
+3,350
+5% +$137K 0.42% 81
2019
Q4 		$2.65M Buy
62,065
+7,845
+14% +$319K 0.37% 100
2019
Q3 		$2.1M Buy
54,220
+3,565
+7% +$137K 0.31% 125
2019
Q2 		$1.95M Buy
50,655
+6,760
+15% +$257K 0.28% 129
2019
Q1 		$1.67M Sell
43,895
-390
-0.9% -$14.2K 0.25% 145
2018
Q4 		$1.47M Buy
44,285
+5,825
+15% +$207K 0.25% 137
2018
Q3 		$1.49M Buy
38,460
+8,745
+29% +$332K 0.21% 158
2018
Q2 		$1.08M Buy
29,715
+4,165
+16% +$153K 0.16% 193
2018
Q1 		$930K Buy
25,550
+7,560
+42% +$280K 0.14% 197
2017
Q4 		$638K Buy
17,990
+1,710
+11% +$59.9K 0.1% 226
2017
Q3 		$559K Buy
16,280
+4,490
+38% +$149K 0.1% 218
2017
Q2 		$375K Buy
+11,790
New +$366K 0.07% 236

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coastline Trust's XT Position: Q2 2026 in Review

Coastline Trust held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 5,280 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #163.

Coastline Trust first reported a position in XT in Q2 2017 and has held it in 30 quarters since. The position peaked at $8.16M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Coastline Trust held 5,280 shares of iShares Future Exponential Technologies ETF worth $436K as of Q2 2026.
  • Coastline Trust left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.04% of Coastline Trust's portfolio in Q2 2026, its #163 holding.
  • Coastline Trust first reported a position in iShares Future Exponential Technologies ETF in Q2 2017 and has held it in 30 quarters since.
  • Coastline Trust's iShares Future Exponential Technologies ETF position peaked at $8.16M in Q4 2021.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.