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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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