Twin Peaks Wealth Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2K	Buy	+233	New	+$10.3K	﹤0.01%	1055

Other funds holding IMTB

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2026: 233 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Twin Peaks Wealth Advisors held 233 shares of iShares Core 5-10 Year USD Bond ETF worth $10.2K as of Q1 2026.
iShares Core 5-10 Year USD Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1055 holding.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

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