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Ishares Tr cmn shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 47k 23.12
2025-06-30 $1.0M 44k 22.88
2025-03-31 $245k 11k 22.79
2024-12-31 $1.4M 62k 22.98
2024-09-30 $1.5M 65k 23.45
2024-06-30 $274k 12k 22.57
2024-03-31 $274k 12k 22.77

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Jump Financial
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Morgan Stanley
Wealth Enhancement Advisory Services
Assetmark
Hanson McClain Advisors
Jordan Park Group
Charles Schwab Investment Management
Fund Evaluation Group
BlackRock

View all funds holding Ishares Tr cmn