Hoxton Planning & Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Hold	5,815	–	–	0.08%	175
2026 Q1	$306K	Hold	5,815	–	–	0.09%	158
2025 Q4	$307K	Hold	5,815	–	–	0.09%	154
2025 Q3	$308K	Hold	5,815	–	–	0.1%	154
2025 Q2	$307K	Hold	5,815	–	–	0.11%	152
2025 Q1	$305K	Hold	5,815	–	–	0.12%	148
2024 Q4	$301K	Sell	5,815 -81	-1%	-$4.21K	0.11%	158
2024 Q3	$310K	Buy	5,896 +80	+1%	+$4.16K	0.12%	151
2024 Q2	$298K	Hold	5,816	–	–	0.14%	117
2024 Q1	$298K	Hold	5,816	–	–	0.14%	116
2023 Q4	$298K	Hold	5,816	–	–	0.16%	110
2023 Q3	$290K	Hold	5,816	–	–	0.19%	104
2023 Q2	$292K	Hold	5,816	–	–	0.18%	103
2023 Q1	$294K	Sell	5,816 -280	-5%	-$14.1K	0.16%	116
2022 Q4	$304K	Buy	+6,096	New	+$302K	0.16%	120

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Hoxton Planning & Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 5,815 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #175.

Hoxton Planning & Management first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $310K in Q3 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Hoxton Planning & Management held 5,815 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $305K as of Q2 2026.
Hoxton Planning & Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Hoxton Planning & Management's portfolio in Q2 2026, its #175 holding.
Hoxton Planning & Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $310K in Q3 2024.
1,007 funds tracked by Wall St. Rank held iShares 1-5 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.