Superior Planning, LLC’s iShares Convertible Bond ETF ICVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.7K	Buy	+95	New	+$10.9K	﹤0.01%	908

Other funds holding ICVT

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

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in iShares Convertible Bond ETF (ICVT) in Q3 2026: 95 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings.

308 funds tracked by Wall St. Rank hold ICVT as of Q3 2026.

Superior Planning, LLC held 95 shares of iShares Convertible Bond ETF worth $10.7K as of Q3 2026.
iShares Convertible Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Convertible Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #908 holding.
308 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q3 2026.

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