Superior Planning, LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.3K	Buy	+37	New	+$3.42K	﹤0.01%	1369

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 37 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings.

877 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Superior Planning, LLC held 37 shares of iShares 7-10 Year Treasury Bond ETF worth $3.3K as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1369 holding.
877 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

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