Twin Peaks Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.5K	Buy	+1,688	New	+$97.1K	0.02%	300
2025 Q3	–	Sell	-654	Closed	-$33.8K	–	1090
2025 Q2	$33.8K	Buy	+654	New	+$30.4K	0.01%	441
2025 Q1	–	Sell	-11,569	Closed	-$536K	–	146
2024 Q4	$536K	Buy	11,569 +1,215	+12%	+$58.8K	0.23%	78
2024 Q3	$486K	Buy	10,354 +1,643	+19%	+$73.3K	0.22%	74
2024 Q2	$367K	Buy	8,711 +1,435	+20%	+$61.7K	0.18%	90
2024 Q1	$316K	Buy	7,276 +1,706	+31%	+$68.5K	0.18%	101
2023 Q4	$224K	Buy	+5,570	New	+$207K	0.14%	111

Other funds holding IFRA

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in iShares US Infrastructure ETF (IFRA) in Q1 2026: 1,688 shares worth $96.5K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IFRA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IFRA in Q4 2023 and has held it in 7 quarters since. The position peaked at $536K in Q4 2024. 395 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Twin Peaks Wealth Advisors held 1,688 shares of iShares US Infrastructure ETF worth $96.5K as of Q1 2026.
iShares US Infrastructure ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares US Infrastructure ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #300 holding.
Twin Peaks Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2023 and has held it in 7 quarters since.
Twin Peaks Wealth Advisors's iShares US Infrastructure ETF position peaked at $536K in Q4 2024.
395 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

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