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Longview Asset Management (California)’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Longview Asset Management (California)’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.3K Buy
+2,542
New +$56.4K 0.03% 81

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

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

Longview Asset Management (California) opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 2,542 shares worth $56.3K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings.

67 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Longview Asset Management (California) held 2,542 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $56.3K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Longview Asset Management (California) position in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.03% of Longview Asset Management (California)'s portfolio in Q2 2026, its #81 holding.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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