Superior Planning, LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.54K	Buy	+75	New	+$3.59K	﹤0.01%	1333

Other funds holding ISTB

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

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

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2026: 75 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings.

304 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Superior Planning, LLC held 75 shares of iShares Core 1-5 Year USD Bond ETF worth $3.54K as of Q3 2026.
iShares Core 1-5 Year USD Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1333 holding.
304 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

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