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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return