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Hoxton Planning & Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Hoxton Planning & Management’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Sell
30,515
-5,353
-15% -$124K 0.18% 93
2026
Q1 		$830K Buy
35,868
+5,947
+20% +$139K 0.25% 67
2025
Q4 		$700K Buy
29,921
+4,536
+18% +$107K 0.21% 81
2025
Q3 		$598K Buy
25,385
+3,566
+16% +$83.1K 0.19% 94
2025
Q2 		$507K Buy
21,819
+852
+4% +$19.4K 0.18% 105
2025
Q1 		$483K Buy
20,967
+6,920
+49% +$158K 0.18% 108
2024
Q4 		$319K Buy
14,047
+285
+2% +$6.6K 0.12% 146
2024
Q3 		$327K Buy
13,762
+1,914
+16% +$44.7K 0.13% 142
2024
Q2 		$269K Buy
11,848
+125
+1% +$2.83K 0.13% 125
2024
Q1 		$270K Buy
11,723
+1,469
+14% +$33.7K 0.13% 125
2023
Q4 		$239K Buy
+10,254
New +$227K 0.13% 126
2023
Q3 		– Sell
-10,100
Closed -$230K – 153
2023
Q2 		$230K Sell
10,100
-21,668
-68% -$493K 0.14% 126
2023
Q1 		$731K Buy
31,768
+9,666
+44% +$221K 0.4% 42
2022
Q4 		$493K Buy
+22,102
New +$489K 0.26% 79

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Hoxton Planning & Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 15% in Q2 2026, selling an estimated $124K and leaving 30,515 shares worth $706K. The position accounts for 0.18% of the portfolio, ranked #93.

Hoxton Planning & Management first reported a position in SUSC in Q4 2022 and has held it in 14 quarters since. The position peaked at $830K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Hoxton Planning & Management held 30,515 shares of iShares ESG Aware USD Corporate Bond ETF worth $706K as of Q2 2026.
  • Hoxton Planning & Management sold 5,353 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $124K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.18% of Hoxton Planning & Management's portfolio in Q2 2026, its #93 holding.
  • Hoxton Planning & Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Hoxton Planning & Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $830K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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