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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
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 (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Pnc Financial Services
Hanson McClain Advisors
Morgan Stanley
Assetmark
BlackRock
Charles Schwab Investment Management
BlackRock
Fund Evaluation Group
Jpmorgan Chase & Co
Mutual Advisors
Peavine Capital Management

View all funds holding Ishares Tr cmn