XT β€” ISHARES EXPONENTIAL TECH ETF

Ownership history in Coastline Trust Co  Β·  29 quarters on record

AI Ownership Summary

Coastline Trust Co reported ISHARES EXPONENTIAL TECH ETF (XT) in 29 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows XT at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in ISHARES EXPONENTIAL TECH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastline Trust Co held XT β€” position size vs. price
% of Fund (quarterly)    XT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,280 β€” 0% 0.04% $360K 2026-05-15 (Est.) $68.67
2025 Q4 UNCHANGED 5,280 β€” 0% 0.03% $368K 2026-01-05 $70.79
2025 Q3 UNCHANGED 5,280 β€” 0% 0.04% $380K 2025-10-21 $68.58
2025 Q2 UNCHANGED 5,280 β€” 0% 0.04% $345K 2025-07-17 $61.59
2025 Q1 UNCHANGED 5,280 β€” 0% 0.04% $304K 2025-04-28 $53.35
2024 Q4 UNCHANGED 5,280 β€” 0% 0.04% $315K 2025-02-13 $58.72
2024 Q3 REDUCED 5,280 -104,524 -95.2% 0.04% $321K 2024-11-06 $56.05
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XT

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.07% Global Wealth Strategies & Associates 3Y 0.01%

FAQ About Coastline Trust Co and XT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning XT?

Coastline Trust Co reported XT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported XT position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for XT was 0.04% in 2025 Q3.

What is the latest reported XT position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 5,280 shares, equal to 0.04% of portfolio, with an estimated market value of $360K.

What does the chart on this XT ownership page compare?

The chart compares Coastline Trust Co's quarterly XT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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