Hoxton Planning & Management
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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
Q3 		$7.46M Buy
157,902
+6,074
+4% +$291K 1.9% 8
2026
Q2 		$7.33M Sell
151,828
-10,100
-6% -$488K 1.91% 8
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Fiduciary Advisors Inc
Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 4% in Q3 2026, buying an estimated $291K and bringing the position to 157,902 shares worth $7.46M. The position accounts for 1.9% of the portfolio, ranked #8.

Hoxton Planning & Management first reported a position in ISTB in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.69M in Q4 2025. 80 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

  • Hoxton Planning & Management held 157,902 shares of iShares Core 1-5 Year USD Bond ETF worth $7.46M as of Q3 2026.
  • Hoxton Planning & Management bought 6,074 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $291K.
  • iShares Core 1-5 Year USD Bond ETF made up 1.9% of Hoxton Planning & Management's portfolio in Q3 2026, its #8 holding.
  • Hoxton Planning & Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares Core 1-5 Year USD Bond ETF position peaked at $8.69M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.