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Twin Peaks Wealth Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-843
Closed -$40.9K – 1205
2026
Q1 		$40.9K Buy
+843
New +$41.1K 0.01% 476
2025
Q3 		– Sell
-762
Closed -$37K – 1138
2025
Q2 		$37K Buy
+762
New +$36.8K 0.01% 413

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

Twin Peaks Wealth Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2026, closing a stake of 843 shares — an estimated $40.9K sold.

Twin Peaks Wealth Advisors first reported a position in ISTB in Q2 2025 and held it in 2 quarters. The position peaked at $40.9K in Q1 2026. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 843 iShares Core 1-5 Year USD Bond ETF shares in Q2 2026, an estimated $40.9K.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $40.9K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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