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Ishares Tr esg 1 5 yr usd shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in Ishares Tr esg 1 5 yr usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg 1 5 yr usd held by Hoxton Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg 1 5 yr usd by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $340k 14k 24.99

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Ishares Tr Core S&p500 Etf (IVV)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Rus Mid Cap Etf (IWR)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Eafe Grwth Etf (EFG)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Hoxton Planning & Management

Top funds holding Ishares Tr esg 1 5 yr usd

Goldman Sachs Group
LPL Financial
Morgan Stanley
Thrivent Financial for Lutherans
EP Wealth Advisors
Ameriprise Financial
Bank of New York Mellon
Royal Bank of Canada
Acorns Advisers
Wells Fargo & Company
Commonwealth Equity Services
Savant Capital Management
Envestnet Asset Management
Sontag Advisory
Modera Wealth Management

View all funds holding Ishares Tr esg 1 5 yr usd