Superior Planning, LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$125K	Buy	+1,254	New	+$126K	0.05%	214

Other funds holding STIP

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 1,254 shares worth $125K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings.

652 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Superior Planning, LLC held 1,254 shares of iShares 0-5 Year TIPS Bond ETF worth $125K as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #214 holding.
652 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

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