Twin Peaks Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$329K Buy
3,479
+2,263
+186% +$214K 0.07% 150
2026
Q1
$116K Buy
+1,216
New +$117K 0.03% 263
2025
Q3
Sell
-383
Closed -$36.5K 1082
2025
Q2
$36.5K Buy
+383
New +$36.2K 0.01% 416

Other funds holding IEF

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

Twin Peaks Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 186% in Q2 2026, buying an estimated $214K and bringing the position to 3,479 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #150.

Twin Peaks Wealth Advisors first reported a position in IEF in Q2 2025 and has held it in 3 quarters since. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Twin Peaks Wealth Advisors held 3,479 shares of iShares 7-10 Year Treasury Bond ETF worth $329K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 2,263 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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