Twin Peaks Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.79M	Buy	210,327 +32,802	+18%	+$747K	1.09%	27
2026 Q1	$4.07M	Buy	177,525 +98,371	+124%	+$2.27M	1.02%	30
2025 Q4	$1.82M	Buy	79,154 +32,016	+68%	+$741K	0.53%	49
2025 Q3	$1.09M	Buy	47,138 +2,817	+6%	+$64.6K	0.37%	59
2025 Q2	$1.01M	Buy	44,321 +33,552	+312%	+$764K	0.33%	62
2025 Q1	$245K	Sell	10,769 -50,789	-83%	-$1.15M	0.11%	118
2024 Q4	$1.41M	Sell	61,558 -3,132	-5%	-$71.5K	0.6%	41
2024 Q3	$1.52M	Buy	64,690 +52,556	+433%	+$1.22M	0.7%	36
2024 Q2	$274K	Buy	12,134 +100	+0.8%	+$2.24K	0.14%	103
2024 Q1	$274K	Buy	+12,034	New	+$274K	0.15%	107

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Twin Peaks Wealth Advisors's GOVT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 18% in Q2 2026, buying an estimated $747K and bringing the position to 210,327 shares worth $4.79M. The position accounts for 1.09% of the portfolio, ranked #27.

Twin Peaks Wealth Advisors first reported a position in GOVT in Q1 2024 and has held it in 10 quarters since. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Twin Peaks Wealth Advisors held 210,327 shares of iShares US Treasury Bond ETF worth $4.79M as of Q2 2026.
Twin Peaks Wealth Advisors bought 32,802 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $747K.
iShares US Treasury Bond ETF made up 1.09% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Twin Peaks Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.