Superior Planning, LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.38M	Buy	+144,787	New	+$6.56M	2.66%	5

Other funds holding IUSB

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

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 144,787 shares worth $6.38M. The stake represents 2.66% of the portfolio and ranks #5 among its holdings.

673 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Superior Planning, LLC held 144,787 shares of iShares Core Universal USD Bond ETF worth $6.38M as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core Universal USD Bond ETF made up 2.66% of Superior Planning, LLC's portfolio in Q3 2026, its #5 holding.
673 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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