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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
Q2 		– Sell
-233
Closed -$10.2K – 1170
2026
Q1 		$10.2K Buy
+233
New +$10.3K ﹤0.01% 1055

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2026, closing a stake of 233 shares — an estimated $10.2K sold.

Twin Peaks Wealth Advisors first reported a position in IMTB in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 233 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $10.2K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

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