Superior Planning, LLC’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.7K	Buy	+264	New	+$24.5K	0.01%	629

Other funds holding MBB

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

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

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

TIAA Wealth Investment Management New York $16.6B AUM

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares MBS ETF (MBB) in Q3 2026: 264 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings.

715 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Superior Planning, LLC held 264 shares of iShares MBS ETF worth $23.7K as of Q3 2026.
iShares MBS ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MBS ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #629 holding.
715 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

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