Twin Peaks Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 166,172 shares of IUSB stock, worth $7.63 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

166,172

Previous 159,420 4.24%

Holding current value

$7.63 Million

Previous $7.21 Billion 4.88%

% of portfolio

3.44%

Previous 3.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$44.72 - $46.25 $301,949 - $312,280	6,752 Added 4.24%	166,172 $7.56 Billion
Q4 2024 Feb 04, 2025	SELL	$45.07 - $47.1 $659,013 - $688,696	-14,622 Reduced 8.4%	159,420 $7.21 Billion
Q3 2024 Oct 25, 2024	BUY	$44.83 - $47.42 $2.11 Million - $2.24 Million	47,138 Added 37.14%	174,042 $8.2 Billion
Q2 2024 Jul 31, 2024	BUY	$44.3 - $45.58 $546,794 - $562,593	12,343 Added 10.77%	126,904 $5.74 Billion
Q1 2024 Apr 23, 2024	BUY	$45.02 - $46.27 $1.92 Million - $1.98 Million	42,710 Added 59.44%	114,561 $5.22 Billion
Q4 2023 Jan 17, 2024	BUY	$42.6 - $46.25 $3.06 Million - $3.32 Million	71,851 New	71,851 $3.31 Billion

Others Institutions Holding IUSB

# of Institutions

777

Shares Held

695M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
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Twin Peaks Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History