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SeaBridge Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

SeaBridge Investment Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Hold
6,150
– – 0.04% 167
2026
Q1 		$298K Hold
6,150
– – 0.05% 161
2025
Q4 		$300K Buy
+6,150
New +$300K 0.05% 167

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

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

SeaBridge Investment Advisors held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 6,150 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #167.

SeaBridge Investment Advisors first reported a position in ISTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 398 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.

  • SeaBridge Investment Advisors held 6,150 shares of iShares Core 1-5 Year USD Bond ETF worth $297K as of Q2 2026.
  • SeaBridge Investment Advisors left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core 1-5 Year USD Bond ETF made up 0.04% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • SeaBridge Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • SeaBridge Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $300K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.

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