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Longview Asset Management (California)’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Longview Asset Management (California)’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.4K Buy
+2,522
New +$56.4K 0.03% 80

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BCM
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FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
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FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

Longview Asset Management (California)'s IBTH Position: Q2 2026 in Review

Longview Asset Management (California) opened a new position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) in Q2 2026: 2,522 shares worth $56.4K. The stake represents 0.03% of the portfolio and ranks #80 among its holdings.

83 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Longview Asset Management (California) held 2,522 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $56.4K as of Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF was a new Longview Asset Management (California) position in Q2 2026.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.03% of Longview Asset Management (California)'s portfolio in Q2 2026, its #80 holding.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.