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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
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

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Hoxton Planning & Management reduced its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 6.2% in Q2 2026, selling an estimated $488K and leaving 151,828 shares worth $7.33M. The position accounts for 1.91% of the portfolio, ranked #8.

Hoxton Planning & Management first reported a position in ISTB in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.69M in Q4 2025. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Hoxton Planning & Management held 151,828 shares of iShares Core 1-5 Year USD Bond ETF worth $7.33M as of Q2 2026.
  • Hoxton Planning & Management sold 10,100 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $488K.
  • iShares Core 1-5 Year USD Bond ETF made up 1.91% of Hoxton Planning & Management's portfolio in Q2 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 15 quarters since.
  • Hoxton Planning & Management's iShares Core 1-5 Year USD Bond ETF position peaked at $8.69M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.