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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
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 $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2026: 843 shares worth $40.9K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ISTB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ISTB in Q2 2025 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold ISTB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 843 shares of iShares Core 1-5 Year USD Bond ETF worth $40.9K as of Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #476 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2026.

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