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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
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 		$9.55M 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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q2 2026, buying an estimated $4.07M and bringing the position to 418,886 shares worth $19.3M. The position accounts for 5.04% of the portfolio, ranked #2.

Hoxton Planning & Management first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Hoxton Planning & Management held 418,886 shares of iShares Core Universal USD Bond ETF worth $19.3M as of Q2 2026.
  • Hoxton Planning & Management bought 88,252 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.07M.
  • iShares Core Universal USD Bond ETF made up 5.04% of Hoxton Planning & Management's portfolio in Q2 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 15 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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