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Longview Asset Management (California)’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Longview Asset Management (California)’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4K Buy
+1,148
New +$22.5K 0.01% 114

Other funds holding IBTK

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Longview Asset Management (California) opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 1,148 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #114 among its holdings.

47 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Longview Asset Management (California) held 1,148 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $22.4K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Longview Asset Management (California) position in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Longview Asset Management (California)'s portfolio in Q2 2026, its #114 holding.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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