Superior Planning, LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.7K	Buy	+133	New	+$14.7K	0.01%	797

Other funds holding SHV

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

NFP Retirement Inc Aliso Viejo, California $1.88B AUM 9.68% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2026: 133 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #797 among its holdings.

604 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Superior Planning, LLC held 133 shares of iShares 0-1 Year Treasury Bond ETF worth $14.7K as of Q3 2026.
iShares 0-1 Year Treasury Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #797 holding.
604 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

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