Superior Planning, LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$106K	Buy	+1,011	New	+$107K	0.04%	232

Other funds holding SUB

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2026: 1,011 shares worth $106K. The stake represents 0.04% of the portfolio and ranks #232 among its holdings.

733 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

Superior Planning, LLC held 1,011 shares of iShares Short-Term National Muni Bond ETF worth $106K as of Q3 2026.
iShares Short-Term National Muni Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #232 holding.
733 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

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