Hoxton Planning & Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.85M	Sell	161,928 -16,415	-9%	-$800K	2.36%	6
2025 Q4	$8.69M	Buy	178,343 +74,192	+71%	+$3.62M	2.6%	6
2025 Q3	$5.09M	Sell	104,151 -45,512	-30%	-$2.21M	1.64%	15
2025 Q2	$7.28M	Sell	149,663 -12	-0%	-$579	2.52%	5
2025 Q1	$7.24M	Buy	149,675 +10,130	+7%	+$486K	2.76%	4
2024 Q4	$6.67M	Buy	139,545 +5,874	+4%	+$282K	2.55%	6
2024 Q3	$6.51M	Buy	133,671 +5,028	+4%	+$242K	2.52%	5
2024 Q2	$6.09M	Buy	128,643 +3,392	+3%	+$160K	2.83%	4
2024 Q1	$5.94M	Buy	125,251 +8,797	+8%	+$417K	2.84%	4
2023 Q4	$5.54M	Buy	116,454 +6,222	+6%	+$291K	2.94%	4
2023 Q3	$5.11M	Buy	110,232 +80,068	+265%	+$3.73M	3.31%	3
2023 Q2	$1.41M	Buy	30,164 +7,999	+36%	+$376K	0.87%	18
2023 Q1	$1.05M	Sell	22,165 -9,069	-29%	-$425K	0.58%	32
2022 Q4	$1.45M	Buy	+31,234	New	+$1.45M	0.77%	30

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return