SeaBridge Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

SeaBridge Investment Advisors’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
2025 Q3	–	Sell	-1,010,198	Closed	-$23.2M	–	208
2025 Q2	$23.2M	Buy	1,010,198 +150,482	+18%	+$3.43M	4.32%	1
2025 Q1	$19.8M	Buy	859,716 +256,392	+42%	+$5.81M	4.27%	1
2024 Q4	$13.9M	Sell	603,324 -96,487	-14%	-$2.2M	2.9%	5
2024 Q3	$16.4M	Sell	699,811 -27,001	-4%	-$625K	4.02%	4
2024 Q2	$16.4M	Buy	726,812 +91,182	+14%	+$2.04M	4.25%	4
2024 Q1	$14.5M	Buy	635,630 +3,057	+0.5%	+$69.5K	3.82%	2
2023 Q4	$14.6M	Buy	632,573 +268,075	+74%	+$5.97M	4.24%	3
2023 Q3	$8.03M	Sell	364,498 -191,963	-34%	-$4.32M	2.65%	6
2023 Q2	$12.7M	Buy	556,461 +224,845	+68%	+$5.22M	4.19%	4
2023 Q1	$7.75M	Buy	331,616 +123,210	+59%	+$2.85M	2.71%	4
2022 Q4	$4.73M	Buy	208,406 +2,406	+1%	+$54.7K	1.69%	13
2022 Q3	$4.69M	Buy	+206,000	New	+$4.88M	1.64%	16

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SeaBridge Investment Advisors's GOVT Position: Q3 2025 in Review

SeaBridge Investment Advisors sold out of iShares US Treasury Bond ETF (GOVT) in Q3 2025, closing a stake of 1,010,198 shares — an estimated $23.2M sold.

SeaBridge Investment Advisors first reported a position in GOVT in Q3 2022 and held it in 12 quarters. The position peaked at $23.2M in Q2 2025. 787 funds tracked by Wall St. Rank hold GOVT as of Q3 2025.

SeaBridge Investment Advisors reported no remaining iShares US Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
SeaBridge Investment Advisors sold 1,010,198 iShares US Treasury Bond ETF shares in Q3 2025, an estimated $23.2M.
SeaBridge Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2022 and held it in 12 quarters.
SeaBridge Investment Advisors's iShares US Treasury Bond ETF position peaked at $23.2M in Q2 2025.
787 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2025.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.