SeaBridge Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SeaBridge Investment Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.1M	Buy	233,761 +25,720	+12%	+$2.43M	3.2%	6
2026 Q1	$19.9M	Buy	208,041 +1,178	+0.6%	+$113K	3.36%	4
2025 Q4	$19.9M	Sell	206,863 -40,162	-16%	-$3.89M	3.28%	4
2025 Q3	$23.8M	Buy	247,025 +226,320	+1,093%	+$21.6M	3.87%	1
2025 Q2	$1.98M	Sell	20,705 -984	-5%	-$93K	0.37%	79
2025 Q1	$2.07M	Sell	21,689 -1,059	-5%	-$99.1K	0.45%	73
2024 Q4	$2.1M	Buy	+22,748	New	+$2.15M	0.44%	69
2023 Q4	–	Sell	-41,535	Closed	-$3.8M	–	151
2023 Q3	$3.8M	Buy	+41,535	New	+$3.92M	1.25%	17

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SeaBridge Investment Advisors's IEF Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, buying an estimated $2.43M and bringing the position to 233,761 shares worth $22.1M. The position accounts for 3.2% of the portfolio, ranked #6.

SeaBridge Investment Advisors first reported a position in IEF in Q3 2023 and has held it in 8 quarters since. The position peaked at $23.8M in Q3 2025. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SeaBridge Investment Advisors held 233,761 shares of iShares 7-10 Year Treasury Bond ETF worth $22.1M as of Q2 2026.
SeaBridge Investment Advisors bought 25,720 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.43M.
iShares 7-10 Year Treasury Bond ETF made up 3.2% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #6 holding.
SeaBridge Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 8 quarters since.
SeaBridge Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $23.8M in Q3 2025.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.