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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Hoxton Planning & Management's GOVT Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares US Treasury Bond ETF (GOVT) stake by 1.8% in Q2 2026, selling an estimated $73.2K and leaving 173,599 shares worth $3.95M. The position accounts for 1.03% of the portfolio, ranked #23.

Hoxton Planning & Management first reported a position in GOVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.8M in Q1 2023. 175 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Hoxton Planning & Management held 173,599 shares of iShares US Treasury Bond ETF worth $3.95M as of Q2 2026.
Hoxton Planning & Management sold 3,216 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $73.2K.
iShares US Treasury Bond ETF made up 1.03% of Hoxton Planning & Management's portfolio in Q2 2026, its #23 holding.
Hoxton Planning & Management first reported a position in iShares US Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares US Treasury Bond ETF position peaked at $5.8M in Q1 2023.
175 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.