Hoxton Planning & Management
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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
Q3 		$347K Buy
14,200
+603
+4% +$14.9K 0.09% 151
2026
Q2 		$340K Buy
+13,597
New +$340K 0.09% 160

Other funds holding SUSB

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Hoxton Planning & Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.4% in Q3 2026, buying an estimated $14.9K and bringing the position to 14,200 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #151.

Hoxton Planning & Management first reported a position in SUSB in Q2 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Hoxton Planning & Management held 14,200 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $347K as of Q3 2026.
  • Hoxton Planning & Management bought 603 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $14.9K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #151 holding.
  • Hoxton Planning & Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

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