Superior Planning, LLC’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$511	Buy	+7	New	+$577	﹤0.01%	1892

Other funds holding TLT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

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

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

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2026: 7 shares worth $511. The stake represents ﹤0.01% of the portfolio and ranks #1892 among its holdings.

755 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

Superior Planning, LLC held 7 shares of iShares 20+ Year Treasury Bond ETF worth $511 as of Q3 2026.
iShares 20+ Year Treasury Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1892 holding.
755 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

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