Superior Planning, LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$872K	Buy	+9,460	New	+$915K	0.36%	56

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

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

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

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

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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Hamilton Capital Partners Atlanta, Georgia $356M AUM 0.3% 1-Year Est. Return

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

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

Superior Planning, LLC opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 9,460 shares worth $872K. The stake represents 0.36% of the portfolio and ranks #56 among its holdings.

453 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Superior Planning, LLC held 9,460 shares of iShares 10-20 Year Treasury Bond ETF worth $872K as of Q3 2026.
iShares 10-20 Year Treasury Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.36% of Superior Planning, LLC's portfolio in Q3 2026, its #56 holding.
453 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

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