Superior Planning, LLC’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.54K	Buy	+34	New	+$3.64K	﹤0.01%	1337

Other funds holding TIP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2026: 34 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings.

789 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

Superior Planning, LLC held 34 shares of iShares TIPS Bond ETF worth $3.54K as of Q3 2026.
iShares TIPS Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares TIPS Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1337 holding.
789 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

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