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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2026: 451 shares worth $53.5K. The stake represents 0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IEI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IEI in Q2 2025 and has held it in 2 quarters since. The position peaked at $53.6K in Q2 2025. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 451 shares of iShares 3-7 Year Treasury Bond ETF worth $53.5K as of Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #420 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $53.6K in Q2 2025.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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