Superior Planning, LLC’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18K	Buy	+369	New	+$18.5K	0.01%	732

Other funds holding USIG

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

TIAA Wealth Investment Management New York $16.6B AUM

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

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

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

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

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

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

Superior Planning, LLC opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026: 369 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings.

356 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Superior Planning, LLC held 369 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $18K as of Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #732 holding.
356 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

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