Twin Peaks Wealth Advisors, LLC GOVT Holdings History
Twin Peaks Wealth Advisors, LLC's iShares U.S. Treasury Bond ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 10,769.00 shares of iShares U.S. Treasury Bond ETF(GOVT), totaling $245,430.00. This investment constitutes 0.11% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0% of the outstanding iShares U.S. Treasury Bond ETF(GOVT) stock.
The initial trade took place in 2024Q1. And since then Twin Peaks Wealth Advisors, LLC has made 3 purchases of GOVT, at an average price of $23.07, for a total of 64,690.00 shares. In addition, there have been 2 sales at an average price of $22.68 for 53,921.00 shares. Based on historical transaction data and GOVT's current price of $22.71, Twin Peaks Wealth Advisors, LLC's estimated gain on his GOVT holdings is $-25,054.68, reflecting a -1.68% gain to date.
Twin Peaks Wealth Advisors, LLC GOVT ($22.71) Holding Chart
Twin Peaks Wealth Advisors, LLC GOVT ($22.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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