Longview Asset Management (California)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Longview Asset Management (California)’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.58M	Sell	30,459 -920	-3%	-$108K	1.77%	11
2026 Q1	$3.72M	Sell	31,379 -43	-0.1%	-$5.13K	2.02%	11
2025 Q4	$3.75M	Sell	31,422 -505	-2%	-$60.4K	2.07%	11
2025 Q3	$3.82M	Hold	31,927	–	–	2.2%	11
2025 Q2	$3.8M	Sell	31,927 -141	-0.4%	-$16.6K	2.38%	11
2025 Q1	$3.79M	Buy	32,068 +1,263	+4%	+$147K	2.5%	11
2024 Q4	$3.56M	Buy	+30,805	New	+$3.6M	2.39%	11

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Longview Asset Management (California) reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.9% in Q2 2026, selling an estimated $108K and leaving 30,459 shares worth $3.58M. The position accounts for 1.77% of the portfolio, ranked #11.

Longview Asset Management (California) first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.82M in Q3 2025. 215 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Longview Asset Management (California) held 30,459 shares of iShares 3-7 Year Treasury Bond ETF worth $3.58M as of Q2 2026.
Longview Asset Management (California) sold 920 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $108K.
iShares 3-7 Year Treasury Bond ETF made up 1.77% of Longview Asset Management (California)'s portfolio in Q2 2026, its #11 holding.
Longview Asset Management (California) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Longview Asset Management (California)'s iShares 3-7 Year Treasury Bond ETF position peaked at $3.82M in Q3 2025.
215 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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