LongView Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

LongView Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.94M	Buy	88,620 +10,826	+14%	+$242K	0.47%	51
2026 Q2	$1.77M	Buy	77,794 +15,116	+24%	+$344K	0.45%	53
2026 Q1	$1.44M	Buy	62,678 +47,888	+324%	+$1.1M	0.36%	61
2025 Q4	$341K	Buy	14,790 +2,166	+17%	+$50.1K	0.08%	179
2025 Q3	$292K	Sell	12,624 -16,719	-57%	-$383K	0.08%	181
2025 Q2	$674K	Sell	29,343 -12,317	-30%	-$280K	0.2%	95
2025 Q1	$958K	Buy	41,660 +5,275	+14%	+$120K	0.29%	76
2024 Q4	$836K	Buy	36,385 +22,585	+164%	+$515K	0.25%	82
2024 Q3	$324K	Buy	+13,800	New	+$320K	0.1%	155

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

LongView Wealth Management's GOVT Position: Q3 2026 in Review

LongView Wealth Management increased its iShares US Treasury Bond ETF (GOVT) stake by 14% in Q3 2026, buying an estimated $242K and bringing the position to 88,620 shares worth $1.94M. The position accounts for 0.47% of the portfolio, ranked #51.

LongView Wealth Management first reported a position in GOVT in Q3 2024 and has held it in 9 quarters since. 387 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

LongView Wealth Management held 88,620 shares of iShares US Treasury Bond ETF worth $1.94M as of Q3 2026.
LongView Wealth Management bought 10,826 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $242K.
iShares US Treasury Bond ETF made up 0.47% of LongView Wealth Management's portfolio in Q3 2026, its #51 holding.
LongView Wealth Management first reported a position in iShares US Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
387 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.