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Twin Peaks Wealth Advisors’s iShares LifePath Target Date 2060 ETF ITDH Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio ITDH Stock Details ITDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-684
Closed -$24.4K – 1141
2025
Q2 		$24.4K Buy
+684
New +$21.9K 0.01% 535

Other funds holding ITDH

CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's ITDH Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of iShares LifePath Target Date 2060 ETF (ITDH) in Q3 2025, closing a stake of 684 shares — an estimated $24.4K sold.

Twin Peaks Wealth Advisors first reported a position in ITDH in Q2 2025 and held it in 1 quarter. The position peaked at $24.4K in Q2 2025. 1 fund tracked by Wall St. Rank holds ITDH as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining iShares LifePath Target Date 2060 ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 684 iShares LifePath Target Date 2060 ETF shares in Q3 2025, an estimated $24.4K.
  • Twin Peaks Wealth Advisors first reported a position in iShares LifePath Target Date 2060 ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's iShares LifePath Target Date 2060 ETF position peaked at $24.4K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held iShares LifePath Target Date 2060 ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.