Hoxton Planning & Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Hoxton Planning & Management’s Portfolio EUSB Stock Details EUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,925	Closed	-$302K	–	222
2025 Q2	$302K	Buy	+6,925	New	+$298K	0.1%	156
2023 Q4	–	Sell	-4,971	Closed	-$203K	–	152
2023 Q3	$203K	Buy	4,971 +245	+5%	+$10.3K	0.13%	133
2023 Q2	$201K	Sell	4,726 -10,075	-68%	-$432K	0.12%	141
2023 Q1	$640K	Sell	14,801 -19,670	-57%	-$844K	0.35%	53
2022 Q4	$1.45M	Buy	+34,471	New	+$1.45M	0.77%	29

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Hoxton Planning & Management's EUSB Position: Q3 2025 in Review

Hoxton Planning & Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 6,925 shares — an estimated $302K sold.

Hoxton Planning & Management first reported a position in EUSB in Q4 2022 and held it in 5 quarters. The position peaked at $1.45M in Q4 2022. 152 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

Hoxton Planning & Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Hoxton Planning & Management sold 6,925 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $302K.
Hoxton Planning & Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 5 quarters.
Hoxton Planning & Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.45M in Q4 2022.
152 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on Hoxton Planning & Management's 13F filing for Q3 2025, filed 27 Oct 2025.