Hoxton Planning & Management
SLQD icon

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
Q3 		$341K Buy
6,891
+167
+2% +$8.35K 0.09% 154
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

Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 2.5% in Q3 2026, buying an estimated $8.35K and bringing the position to 6,891 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #154.

Hoxton Planning & Management first reported a position in SLQD in Q2 2023 and has held it in 14 quarters since. The position peaked at $769K in Q3 2023. 56 funds tracked by Wall St. Rank hold SLQD as of Q3 2026.

  • Hoxton Planning & Management held 6,891 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $341K as of Q3 2026.
  • Hoxton Planning & Management bought 167 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $8.35K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #154 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 14 quarters since.
  • Hoxton Planning & Management's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $769K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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