Harbor Asset Planning’s iShares Future Exponential Technologies ETF XT Stock Holding History

Harbor Asset Planning’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	$32.1K	Buy	389 +2	+0.5%	+$156	0.02%	271
2026 Q1	$26.4K	Hold	387	–	–	0.02%	275
2025 Q4	$27K	Buy	387 +27	+8%	+$1.98K	0.02%	268
2025 Q3	$25.9K	Hold	360	–	–	0.02%	258
2025 Q2	$23.5K	Buy	+360	New	+$21.5K	0.02%	260

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbor Asset Planning's XT Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares Future Exponential Technologies ETF (XT) stake by 0.52% in Q2 2026, buying an estimated $156 and bringing the position to 389 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #271.

Harbor Asset Planning first reported a position in XT in Q2 2025 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Harbor Asset Planning held 389 shares of iShares Future Exponential Technologies ETF worth $32.1K as of Q2 2026.
Harbor Asset Planning bought 2 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $156.
iShares Future Exponential Technologies ETF made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #271 holding.
Harbor Asset Planning first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 5 quarters since.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.