Hoxton Planning & Management
IGIB icon

Hoxton Planning & Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hoxton Planning & Management’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$837K Buy
16,616
+3,071
+23% +$160K 0.21% 83
2026
Q2 		$720K Buy
13,545
+479
+4% +$25.5K 0.19% 91
2026
Q1 		$695K Buy
13,066
+834
+7% +$44.9K 0.21% 82
2025
Q4 		$659K Sell
12,232
-71
-0.6% -$3.84K 0.2% 85
2025
Q3 		$665K Sell
12,303
-143
-1% -$7.65K 0.21% 85
2025
Q2 		$663K Buy
12,446
+133
+1% +$6.94K 0.23% 82
2025
Q1 		$647K Sell
12,313
-182
-1% -$9.45K 0.25% 81
2024
Q4 		$644K Buy
12,495
+444
+4% +$23.3K 0.25% 78
2024
Q3 		$647K Buy
12,051
+593
+5% +$31.3K 0.25% 74
2024
Q2 		$587K Buy
11,458
+192
+2% +$9.8K 0.27% 70
2024
Q1 		$581K Buy
11,266
+428
+4% +$22K 0.28% 71
2023
Q4 		$564K Sell
10,838
-1,622
-13% -$80.2K 0.3% 62
2023
Q3 		$606K Sell
12,460
-39
-0.3% -$1.94K 0.39% 53
2023
Q2 		$632K Sell
12,499
-1,338
-10% -$68K 0.39% 46
2023
Q1 		$710K Sell
13,837
-1,382
-9% -$70K 0.39% 44
2022
Q4 		$753K Buy
+15,219
New +$746K 0.4% 48

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 23% in Q3 2026, buying an estimated $160K and bringing the position to 16,616 shares worth $837K. The position accounts for 0.21% of the portfolio, ranked #83.

Hoxton Planning & Management first reported a position in IGIB in Q4 2022 and has held it in 16 quarters since. 189 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Hoxton Planning & Management held 16,616 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $837K as of Q3 2026.
  • Hoxton Planning & Management bought 3,071 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $160K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.21% of Hoxton Planning & Management's portfolio in Q3 2026, its #83 holding.
  • Hoxton Planning & Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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