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Hoxton Planning & Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Hoxton Planning & Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Buy
+13,597
New +$340K 0.09% 160

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Hoxton Planning & Management opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 13,597 shares worth $340K. The stake represents 0.09% of the portfolio and ranks #160 among its holdings.

73 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Hoxton Planning & Management held 13,597 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $340K as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Hoxton Planning & Management position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of Hoxton Planning & Management's portfolio in Q2 2026, its #160 holding.
  • 73 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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