Superior Planning, LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$112K Buy
+2,180
New +$113K 0.05% 229

Other funds holding IGSB

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

Superior Planning, LLC opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 2,180 shares worth $112K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings.

807 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Superior Planning, LLC held 2,180 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $112K as of Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #229 holding.
  • 807 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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