Superior Planning, LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History

Superior Planning, LLC’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.69M	Buy	+77,448	New	+$1.73M	0.71%	27

Other funds holding GOVT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Superior Planning, LLC's GOVT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares US Treasury Bond ETF (GOVT) in Q3 2026: 77,448 shares worth $1.69M. The stake represents 0.71% of the portfolio and ranks #27 among its holdings.

750 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

Superior Planning, LLC held 77,448 shares of iShares US Treasury Bond ETF worth $1.69M as of Q3 2026.
iShares US Treasury Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares US Treasury Bond ETF made up 0.71% of Superior Planning, LLC's portfolio in Q3 2026, its #27 holding.
750 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.