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SeaBridge Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

SeaBridge Investment Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.37M Buy
159,641
+18,209
+13% +$955K 1.21% 25
2026
Q1 		$7.43M Buy
141,432
+2,091
+2% +$111K 1.26% 24
2025
Q4 		$7.37M Sell
139,341
-8,817
-6% -$467K 1.22% 22
2025
Q3 		$7.86M Buy
+148,158
New +$7.82M 1.28% 21
2024
Q3 		– Sell
-49,912
Closed -$2.56M – 157
2024
Q2 		$2.56M Buy
49,912
+4,035
+9% +$206K 0.66% 47
2024
Q1 		$2.35M Buy
45,877
+2,408
+6% +$123K 0.62% 60
2023
Q4 		$2.23M Sell
43,469
-1,045
-2% -$52.5K 0.65% 53
2023
Q3 		$2.22M Sell
44,514
-11,288
-20% -$565K 0.73% 51
2023
Q2 		$2.8M Sell
55,802
-27,795
-33% -$1.4M 0.92% 35
2023
Q1 		$4.22M Sell
83,597
-925
-1% -$46.4K 1.48% 14
2022
Q4 		$4.21M Sell
84,522
-20,899
-20% -$1.03M 1.5% 18
2022
Q3 		$5.2M Sell
105,421
-33,478
-24% -$1.69M 1.81% 10
2022
Q2 		$7.02M Buy
138,899
+5,487
+4% +$279K 2.26% 5
2022
Q1 		$6.9M Buy
133,412
+218
+0.2% +$11.5K 2.06% 7
2021
Q4 		$7.18M Buy
133,194
+4,031
+3% +$218K 2.3% 7
2021
Q3 		$7.06M Buy
129,163
+1,807
+1% +$99K 2.32% 6
2021
Q2 		$6.98M Sell
127,356
-2,885
-2% -$158K 2.25% 4
2021
Q1 		$7.12M Buy
130,241
+43,935
+51% +$2.41M 2.35% 5
2020
Q4 		$4.76M Sell
86,306
-10
-0% -$550 1.72% 11
2020
Q3 		$4.74M Buy
86,316
+680
+0.8% +$37.3K 1.76% 11
2020
Q2 		$4.68M Buy
85,636
+280
+0.3% +$15.1K 1.82% 8
2020
Q1 		$4.47M Sell
85,356
-34
-0% -$1.81K 2.05% 6
2019
Q4 		$4.58M Sell
85,390
-3,425
-4% -$184K 1.59% 13
2019
Q3 		$4.77M Sell
88,815
-3,410
-4% -$182K 1.63% 15
2019
Q2 		$4.93M Buy
92,225
+49,695
+117% +$2.63M 1.64% 9
2019
Q1 		$2.25M Sell
42,530
-380
-0.9% -$19.8K 0.75% 57
2018
Q4 		$2.22M Sell
42,910
-400
-0.9% -$20.6K 0.8% 56
2018
Q3 		$2.25M Sell
43,310
-1,190
-3% -$61.7K 0.57% 66
2018
Q2 		$2.31M Sell
44,500
-210
-0.5% -$10.9K 0.57% 64
2018
Q1 		$2.32M Sell
44,710
-6,340
-12% -$330K 0.52% 64
2017
Q4 		$2.67M Hold
51,050
– – 0.58% 63
2017
Q3 		$2.69M Sell
51,050
-1,130
-2% -$59.5K 0.63% 62
2017
Q2 		$2.75M Sell
52,180
-2,710
-5% -$143K 0.66% 60
2017
Q1 		$2.89M Sell
54,890
-3,124
-5% -$164K 0.69% 59
2016
Q4 		$3.04M Buy
58,014
+10,150
+21% +$534K 0.73% 51
2016
Q3 		$2.53M Sell
47,864
-400
-0.8% -$21.2K 0.63% 60
2016
Q2 		$2.56M Buy
48,264
+4
+0% +$211 0.65% 57
2016
Q1 		$2.54M Buy
48,260
+32,800
+212% +$1.72M 0.62% 60
2015
Q4 		$809K Sell
15,460
-2,420
-14% -$127K 0.18% 112
2015
Q3 		$940K Hold
17,880
– – 0.22% 105
2015
Q2 		$942K Hold
17,880
– – 0.19% 99
2015
Q1 		$943K Sell
17,880
-2,600
-13% -$137K 0.19% 98
2014
Q4 		$1.08M Hold
20,480
– – 0.22% 99
2014
Q3 		$1.08M Sell
20,480
-600
-3% -$31.6K 0.25% 90
2014
Q2 		$1.11M Hold
21,080
– – 0.23% 95
2014
Q1 		$1.11M Hold
21,080
– – 0.25% 87
2013
Q4 		$1.11M Sell
21,080
-1,440
-6% -$75.9K 0.25% 91
2013
Q3 		$1.19M Buy
+22,520
New +$1.18M 0.29% 93

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

SeaBridge Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q2 2026, buying an estimated $955K and bringing the position to 159,641 shares worth $8.37M. The position accounts for 1.21% of the portfolio, ranked #25.

SeaBridge Investment Advisors first reported a position in IGSB in Q3 2013 and has held it in 48 quarters since. 170 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • SeaBridge Investment Advisors held 159,641 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.37M as of Q2 2026.
  • SeaBridge Investment Advisors bought 18,209 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $955K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.21% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • SeaBridge Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 48 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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