SIA
SeaBridge Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
20,705
-984
| -5% | -$94.2K | 0.37% | 79 |
|
|
2025
Q1 | $2.07M | Sell |
21,689
-1,059
| -5% | -$101K | 0.45% | 73 |
|
|
2024
Q4 | $2.1M | Buy |
+22,748
| New | +$2.1M | 0.44% | 69 |
|
|
2023
Q4 | – | Sell |
-41,535
| Closed | -$3.8M | – | 151 |
|
|
2023
Q3 | $3.8M | Buy |
+41,535
| New | +$3.8M | 1.25% | 17 |
|