Twin Peaks Wealth Advisors, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Twin Peaks Wealth Advisors, LLC

24,462

Previous 20,636 18.54%

$1.3 Billion

Previous $1.09 Billion 19.39%

0.44%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	N/A	3,826 Added 18.54%	24,462 $1.3 Billion
Q2 2025 Aug 13, 2025	BUY	N/A	817 Added 4.12%	20,636 $1.09 Billion
Q1 2025 Apr 16, 2025	BUY	N/A	1,365 Added 7.4%	19,819 $1.02 Billion
Q4 2024 Feb 04, 2025	BUY	N/A	2,779 Added 17.73%	18,454 $960 Million
Q3 2024 Oct 25, 2024	BUY	N/A	6,651 Added 73.7%	15,675 $839 Million
Q2 2024 Jul 31, 2024	BUY	N/A	1,312 Added 17.01%	9,024 $471 Million
Q1 2024 Apr 23, 2024	BUY	N/A	7,712 New	7,712 $405 Million

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