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 Q3	$331K	Buy	6,455 +640	+11%	+$33.2K	0.08%	162
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q3 2026, buying an estimated $33.2K and bringing the position to 6,455 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #162.

Hoxton Planning & Management first reported a position in IGSB in Q4 2022 and has held it in 16 quarters since. 536 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Hoxton Planning & Management held 6,455 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $331K as of Q3 2026.
Hoxton Planning & Management bought 640 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $33.2K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Hoxton Planning & Management's portfolio in Q3 2026, its #162 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 16 quarters since.
536 funds tracked by Wall St. Rank held iShares 1-5 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.