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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
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% +$9.78K 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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 13,545 shares worth $720K. The position accounts for 0.19% of the portfolio, ranked #91.

Hoxton Planning & Management first reported a position in IGIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $753K in Q4 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Hoxton Planning & Management held 13,545 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $720K as of Q2 2026.
  • Hoxton Planning & Management bought 479 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.19% of Hoxton Planning & Management's portfolio in Q2 2026, its #91 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 15 quarters since.
  • Hoxton Planning & Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $753K in Q4 2022.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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