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Longview Asset Management (California)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Longview Asset Management (California)’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.2K Buy
+2,595
New +$56.3K 0.03% 82

Other funds holding IBTJ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Longview Asset Management (California) opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 2,595 shares worth $56.2K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings.

58 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Longview Asset Management (California) held 2,595 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $56.2K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Longview Asset Management (California) position in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Longview Asset Management (California)'s portfolio in Q2 2026, its #82 holding.
  • 58 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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