Hoxton Planning & Management
GOVT icon

Hoxton Planning & Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Hoxton Planning & Management’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.75M Buy
217,301
+43,702
+25% +$979K 1.21% 20
2026
Q2 		$3.95M Sell
173,599
-3,216
-2% -$73.2K 1.03% 23
2026
Q1 		$4.05M Buy
176,815
+126,029
+248% +$2.91M 1.22% 22
2025
Q4 		$1.17M Buy
50,786
+4,885
+11% +$113K 0.35% 56
2025
Q3 		$1.06M Buy
45,901
+2,448
+6% +$56.1K 0.34% 57
2025
Q2 		$999K Sell
43,453
-131
-0.3% -$2.98K 0.35% 56
2025
Q1 		$1M Buy
43,584
+1,149
+3% +$26K 0.38% 53
2024
Q4 		$975K Buy
42,435
+3,081
+8% +$70.3K 0.37% 48
2024
Q3 		$923K Buy
39,354
+1,639
+4% +$38K 0.36% 47
2024
Q2 		$851K Sell
37,715
-22,136
-37% -$496K 0.4% 43
2024
Q1 		$1.36M Sell
59,851
-8,616
-13% -$196K 0.65% 28
2023
Q4 		$1.58M Sell
68,467
-18,033
-21% -$401K 0.84% 21
2023
Q3 		$1.91M Sell
86,500
-78,008
-47% -$1.76M 1.24% 17
2023
Q2 		$3.77M Sell
164,508
-83,774
-34% -$1.94M 2.33% 9
2023
Q1 		$5.8M Buy
248,282
+76,620
+45% +$1.77M 3.19% 7
2022
Q4 		$3.9M Buy
+171,662
New +$3.9M 2.07% 9

Other funds holding GOVT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Hoxton Planning & Management's GOVT Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares US Treasury Bond ETF (GOVT) stake by 25% in Q3 2026, buying an estimated $979K and bringing the position to 217,301 shares worth $4.75M. The position accounts for 1.21% of the portfolio, ranked #20.

Hoxton Planning & Management first reported a position in GOVT in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.8M in Q1 2023. 825 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Hoxton Planning & Management held 217,301 shares of iShares US Treasury Bond ETF worth $4.75M as of Q3 2026.
  • Hoxton Planning & Management bought 43,702 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $979K.
  • iShares US Treasury Bond ETF made up 1.21% of Hoxton Planning & Management's portfolio in Q3 2026, its #20 holding.
  • Hoxton Planning & Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares US Treasury Bond ETF position peaked at $5.8M in Q1 2023.
  • 825 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.