Superior Planning, LLC’s iShares Bitcoin Trust IBIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69.9K	Buy	+1,476	New	+$59.5K	0.03%	292

Other funds holding IBIT

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

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Laurore Hong Kong $154M AUM 27.17% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Pinpoint Asset Management (Singapore) Singapore $493M AUM 43.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 1,476 shares worth $69.9K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

1,244 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Superior Planning, LLC held 1,476 shares of iShares Bitcoin Trust worth $69.9K as of Q3 2026.
iShares Bitcoin Trust was a new Superior Planning, LLC position in Q3 2026.
iShares Bitcoin Trust made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #292 holding.
1,244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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