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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Twin Peaks Wealth Advisors's IEF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 1,216 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #263 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IEF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IEF in Q2 2025 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Twin Peaks Wealth Advisors held 1,216 shares of iShares 7-10 Year Treasury Bond ETF worth $116K as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #263 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 2 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.