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Twin Peaks Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-451
Closed -$53.5K – 1148
2026
Q1 		$53.5K Buy
+451
New +$53.8K 0.01% 420
2025
Q3 		– Sell
-451
Closed -$53.6K – 1084
2025
Q2 		$53.6K Buy
+451
New +$53.2K 0.02% 335

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026, closing a stake of 451 shares — an estimated $53.5K sold.

Twin Peaks Wealth Advisors first reported a position in IEI in Q2 2025 and held it in 2 quarters. The position peaked at $53.6K in Q2 2025. 822 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 451 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $53.5K.
  • Twin Peaks Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $53.6K in Q2 2025.
  • 822 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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