Hoxton Planning & Management’s Fidelity Corporate Bond ETF FCOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,702	Closed	-$268K	–	213
2025 Q1	$268K	Sell	5,702 -16,375	-74%	-$764K	0.1%	162
2024 Q4	$1.02M	Sell	22,077 -23	-0.1%	-$1.09K	0.39%	45
2024 Q3	$1.07M	Sell	22,100 -98	-0.4%	-$4.66K	0.41%	41
2024 Q2	$1.02M	Buy	22,198 +42	+0.2%	+$1.93K	0.48%	36
2024 Q1	$1.03M	Sell	22,156 -8,062	-27%	-$374K	0.49%	36
2023 Q4	$1.42M	Buy	30,218 +2,567	+9%	+$114K	0.75%	29
2023 Q3	$1.21M	Sell	27,651 -2,391	-8%	-$108K	0.78%	27
2023 Q2	$1.37M	Sell	30,042 -9,809	-25%	-$449K	0.85%	20
2023 Q1	$1.84M	Buy	39,851 +2,045	+5%	+$93.9K	1.01%	19
2022 Q4	$1.7M	Buy	+37,806	New	+$1.68M	0.9%	22

Other funds holding FCOR

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LCG

Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

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

Hoxton Planning & Management's FCOR Position: Q2 2025 in Review

Hoxton Planning & Management sold out of Fidelity Corporate Bond ETF (FCOR) in Q2 2025, closing a stake of 5,702 shares — an estimated $268K sold.

Hoxton Planning & Management first reported a position in FCOR in Q4 2022 and held it in 10 quarters. The position peaked at $1.84M in Q1 2023. 69 funds tracked by Wall St. Rank hold FCOR as of Q2 2025.

Hoxton Planning & Management reported no remaining Fidelity Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Hoxton Planning & Management sold 5,702 Fidelity Corporate Bond ETF shares in Q2 2025, an estimated $268K.
Hoxton Planning & Management first reported a position in Fidelity Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
Hoxton Planning & Management's Fidelity Corporate Bond ETF position peaked at $1.84M in Q1 2023.
69 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2025.

Based on Hoxton Planning & Management's 13F filing for Q2 2025, filed 6 Aug 2025.