Superior Planning, LLC’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$223K	Buy	+10,000	New	+$223K	0.09%	154

Other funds holding IBTH

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q3 2026: 10,000 shares worth $223K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings.

270 funds tracked by Wall St. Rank hold IBTH as of Q3 2026.

Superior Planning, LLC held 10,000 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $223K as of Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF was a new Superior Planning, LLC position in Q3 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.09% of Superior Planning, LLC's portfolio in Q3 2026, its #154 holding.
270 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q3 2026.

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