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iShares IBoxx $ Invest Grade Corp Bd shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd 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 IBoxx $ Invest Grade Corp Bd by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 2.1k 109.07
2026-03-31 $4.4k 40 109.00
2025-06-30 $12k 109 109.68
2023-12-31 $490k 4.4k 110.67

More positions owned by Twin Peaks Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
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)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
State Street Spdr S&p 500 Etf Etf (SPY)
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 IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Susquehanna International
BlackRock
Meiji Yasuda Life Insurance Company
Goldman Sachs Group
Morgan Stanley
Wealthfront Advisers
Financial Engines Advisors L.L.C
Barclays
Prudential Financial
Nuveen
Japan Science & Technology Agency
Citadel Advisors
Jane Street
Allianz Se

View all funds holding iShares IBoxx $ Invest Grade Corp Bd