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SeaBridge Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SeaBridge Investment Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$878K Sell
10,699
-6,495
-38% -$534K 0.13% 109
2026
Q1 		$1.42M Sell
17,194
-2,544
-13% -$211K 0.24% 83
2025
Q4 		$1.63M Sell
19,738
-193
-1% -$16K 0.27% 87
2025
Q3 		$1.65M Sell
19,931
-2,913
-13% -$241K 0.27% 86
2025
Q2 		$1.89M Sell
22,844
-4,245
-16% -$350K 0.35% 80
2025
Q1 		$2.24M Sell
27,089
-1,827
-6% -$150K 0.48% 66
2024
Q4 		$2.37M Buy
28,916
+26,454
+1,074% +$2.17M 0.5% 61
2024
Q3 		$205K Hold
2,462
– – 0.05% 147
2024
Q2 		$201K Hold
2,462
– – 0.05% 147
2024
Q1 		$201K Hold
2,462
– – 0.05% 141
2023
Q4 		$202K Buy
+2,462
New +$200K 0.06% 147
2022
Q1 		– Sell
-23,834
Closed -$2.04M – 148
2021
Q4 		$2.04M Sell
23,834
-905
-4% -$77.6K 0.65% 56
2021
Q3 		$2.13M Sell
24,739
-528
-2% -$45.5K 0.7% 55
2021
Q2 		$2.18M Sell
25,267
-910
-3% -$78.5K 0.7% 55
2021
Q1 		$2.26M Sell
26,177
-344
-1% -$29.7K 0.75% 50
2020
Q4 		$2.29M Sell
26,521
-20,513
-44% -$1.77M 0.83% 47
2020
Q3 		$4.07M Sell
47,034
-662
-1% -$57.3K 1.51% 19
2020
Q2 		$4.13M Sell
47,696
-870
-2% -$75.3K 1.61% 13
2020
Q1 		$4.21M Buy
48,566
+274
+0.6% +$23.4K 1.93% 8
2019
Q4 		$4.09M Sell
48,292
-9,300
-16% -$788K 1.42% 24
2019
Q3 		$4.88M Buy
+57,592
New +$4.88M 1.67% 10

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SeaBridge Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 38% in Q2 2026, selling an estimated $534K and leaving 10,699 shares worth $878K. The position accounts for 0.13% of the portfolio, ranked #109.

SeaBridge Investment Advisors first reported a position in SHY in Q3 2019 and has held it in 21 quarters since. The position peaked at $4.88M in Q3 2019. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • SeaBridge Investment Advisors held 10,699 shares of iShares 1-3 Year Treasury Bond ETF worth $878K as of Q2 2026.
  • SeaBridge Investment Advisors sold 6,495 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $534K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • SeaBridge Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 21 quarters since.
  • SeaBridge Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.88M in Q3 2019.
  • 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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