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HB Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

HB Wealth Management’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 		$552K Hold
6,675
– – ﹤0.01% 1050
2026
Q1 		$455K Sell
6,675
-850
-11% -$60.4K ﹤0.01% 1023
2025
Q4 		$525K Hold
7,525
– – ﹤0.01% 886
2025
Q3 		$541K Buy
7,525
+500
+7% +$33.8K ﹤0.01% 827
2025
Q2 		$458K Sell
7,025
-500
-7% -$29.8K ﹤0.01% 777
2025
Q1 		$433K Sell
7,525
-500
-6% -$30.6K ﹤0.01% 813
2024
Q4 		$479K Sell
8,025
-975
-11% -$59.3K ﹤0.01% 637
2024
Q3 		$548K Sell
9,000
-130
-1% -$7.63K 0.01% 559
2024
Q2 		$537K Hold
9,130
– – 0.01% 527
2024
Q1 		$544K Hold
9,130
– – 0.01% 479
2023
Q4 		$547K Sell
9,130
-50
-0.5% -$2.7K 0.01% 432
2023
Q3 		$479K Sell
9,180
-445
-5% -$24.5K 0.01% 441
2023
Q2 		$535K Sell
9,625
-725
-7% -$38.2K 0.01% 400
2023
Q1 		$545K Sell
10,350
-535
-5% -$27.5K 0.01% 398
2022
Q4 		$515K Buy
10,885
+535
+5% +$25.6K 0.01% 387
2022
Q3 		$461K Buy
10,350
+650
+7% +$32.4K 0.01% 351
2022
Q2 		$465K Sell
9,700
-2,775
-22% -$144K 0.01% 356
2022
Q1 		$737K Hold
12,475
– – 0.01% 299
2021
Q4 		$824K Buy
+12,475
New +$813K 0.02% 259

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

HB Wealth Management's XT Position: Q2 2026 in Review

HB Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 6,675 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

HB Wealth Management first reported a position in XT in Q4 2021 and has held it in 19 quarters since. The position peaked at $824K in Q4 2021. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • HB Wealth Management held 6,675 shares of iShares Future Exponential Technologies ETF worth $552K as of Q2 2026.
  • HB Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1050 holding.
  • HB Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares Future Exponential Technologies ETF position peaked at $824K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.