True Wealth Design’s XBiotech XBIT Stock Holding History

True Wealth Design’s Portfolio XBIT Stock Details XBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3	Closed	-$8	–	2850
2025 Q3	$8	Sell	3 -4	-57%	-$12	﹤0.01%	2699
2025 Q2	$21	Buy	7 +2	+40%	+$6	﹤0.01%	2510
2025 Q1	$17	Buy	+5	New	+$17	﹤0.01%	2608

Other funds holding XBIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

True Wealth Design's XBIT Position: Q4 2025 in Review

True Wealth Design sold out of XBiotech (XBIT) in Q4 2025, closing a stake of 3 shares — an estimated $8 sold.

True Wealth Design first reported a position in XBIT in Q1 2025 and held it in 3 quarters. The position peaked at $21 in Q2 2025. 41 funds tracked by Wall St. Rank hold XBIT as of Q4 2025.

True Wealth Design reported no remaining XBiotech position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 3 XBiotech shares in Q4 2025, an estimated $8.
True Wealth Design first reported a position in XBiotech in Q1 2025 and held it in 3 quarters.
True Wealth Design's XBiotech position peaked at $21 in Q2 2025.
41 funds tracked by Wall St. Rank held XBiotech as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.