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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SeaBridge Investment Advisors's IEF Position: Q1 2026 in Review

SeaBridge Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.57% in Q1 2026, buying an estimated $113K and bringing the position to 208,041 shares worth $19.9M. The position accounts for 3.36% of the portfolio, ranked #4.

SeaBridge Investment Advisors first reported a position in IEF in Q3 2023 and has held it in 7 quarters since. The position peaked at $23.8M in Q3 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • SeaBridge Investment Advisors held 208,041 shares of iShares 7-10 Year Treasury Bond ETF worth $19.9M as of Q1 2026.
  • SeaBridge Investment Advisors bought 1,178 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $113K.
  • iShares 7-10 Year Treasury Bond ETF made up 3.36% of SeaBridge Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • SeaBridge Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
  • SeaBridge Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $23.8M in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.