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Hoxton Planning & Management’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Hoxton Planning & Management’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Buy
6,724
+219
+3% +$11K 0.09% 161
2026
Q1 		$328K Sell
6,505
-412
-6% -$20.9K 0.1% 151
2025
Q4 		$351K Sell
6,917
-351
-5% -$17.8K 0.1% 139
2025
Q3 		$369K Sell
7,268
-3,001
-29% -$152K 0.12% 135
2025
Q2 		$520K Sell
10,269
-436
-4% -$21.9K 0.18% 102
2025
Q1 		$538K Sell
10,705
-93
-0.9% -$4.65K 0.21% 98
2024
Q4 		$537K Sell
10,798
-135
-1% -$6.74K 0.21% 98
2024
Q3 		$551K Sell
10,933
-222
-2% -$11.1K 0.21% 92
2024
Q2 		$549K Buy
11,155
+1,812
+19% +$88.9K 0.26% 75
2024
Q1 		$460K Buy
9,343
+307
+3% +$15.1K 0.22% 90
2023
Q4 		$445K Sell
9,036
-6,992
-44% -$338K 0.24% 82
2023
Q3 		$769K Buy
16,028
+8,982
+127% +$432K 0.5% 42
2023
Q2 		$340K Buy
+7,046
New +$341K 0.21% 96

Other funds holding SLQD

FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 3.4% in Q2 2026, buying an estimated $11K and bringing the position to 6,724 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #161.

Hoxton Planning & Management first reported a position in SLQD in Q2 2023 and has held it in 13 quarters since. The position peaked at $769K in Q3 2023. 37 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Hoxton Planning & Management held 6,724 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $339K as of Q2 2026.
  • Hoxton Planning & Management bought 219 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Hoxton Planning & Management's portfolio in Q2 2026, its #161 holding.
  • Hoxton Planning & Management first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Hoxton Planning & Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $769K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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