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iShares Lehman 7-10 Yr Treas. Bond shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in iShares Lehman 7-10 Yr Treas. Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 7-10 Yr Treas. Bond 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 Lehman 7-10 Yr Treas. Bond by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $329k 3.5k 94.57
2026-03-31 $116k 1.2k 95.44
2025-06-30 $37k 383 95.39

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Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
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Ft Vest Laddered Buffer Etf Etf (BUFR)
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First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)

View all positions for Twin Peaks Wealth Advisors

Top funds holding iShares Lehman 7-10 Yr Treas. Bond

Fisher Investments
Jpmorgan Chase & Co
FMR
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Morgan Stanley
Jane Street
Pnc Financial Services
Raymond James Financial
Ronald Blue Trust
UBS Group
LPL Financial
Captrust Financial Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShares Lehman 7-10 Yr Treas. Bond