Superior Planning, LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.2M	Buy	+100,524	New	+$2.22M	0.92%	22

Other funds holding IBTI

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

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

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

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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2026: 100,524 shares worth $2.2M. The stake represents 0.92% of the portfolio and ranks #22 among its holdings.

227 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.

Superior Planning, LLC held 100,524 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $2.2M as of Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF was a new Superior Planning, LLC position in Q3 2026.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.92% of Superior Planning, LLC's portfolio in Q3 2026, its #22 holding.
227 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.

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