Hoxton Planning & Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23M	Buy	521,252 +102,366	+24%	+$4.64M	5.86%	2
2026 Q2	$19.3M	Buy	418,886 +88,252	+27%	+$4.07M	5.04%	2
2026 Q1	$15.3M	Buy	330,634 +20,565	+7%	+$958K	4.58%	2
2025 Q4	$14.4M	Buy	310,069 +387	+0.1%	+$18.1K	4.31%	2
2025 Q3	$14.5M	Sell	309,682 -12,611	-4%	-$583K	4.65%	2
2025 Q2	$14.9M	Sell	322,293 -13,638	-4%	-$622K	5.15%	2
2025 Q1	$15.5M	Sell	335,931 -771	-0.2%	-$35.1K	5.9%	2
2024 Q4	$15.2M	Sell	336,702 -35,522	-10%	-$1.63M	5.82%	2
2024 Q3	$17.5M	Buy	372,224 +33,839	+10%	+$1.57M	6.79%	2
2024 Q2	$15.3M	Sell	338,385 -9,498	-3%	-$427K	7.12%	2
2024 Q1	$15.9M	Buy	347,883 +68,124	+24%	+$3.1M	7.59%	2
2023 Q4	$12.9M	Buy	279,759 +61,218	+28%	+$2.71M	6.83%	2
2023 Q3	$9.6M	Buy	218,541 +18,561	+9%	+$830K	6.19%	2
2023 Q2	$9.09M	Sell	199,980 -24,134	-11%	-$1.1M	5.62%	2
2023 Q1	$10.3M	Sell	224,114 -7,582	-3%	-$347K	5.69%	2
2022 Q4	$10.4M	Buy	+231,696	New	+$10.4M	5.53%	3

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q3 2026, buying an estimated $4.64M and bringing the position to 521,252 shares worth $23M. The position accounts for 5.86% of the portfolio, ranked #2.

Hoxton Planning & Management first reported a position in IUSB in Q4 2022 and has held it in 16 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Hoxton Planning & Management held 521,252 shares of iShares Core Universal USD Bond ETF worth $23M as of Q3 2026.
Hoxton Planning & Management bought 102,366 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $4.64M.
iShares Core Universal USD Bond ETF made up 5.86% of Hoxton Planning & Management's portfolio in Q3 2026, its #2 holding.
Hoxton Planning & Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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