First Foundation Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First Foundation Advisors’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,405	Closed	-$211K	–	427
2021 Q4	$211K	Hold	2,405	–	–	0.01%	409
2021 Q3	$215K	Hold	2,405	–	–	0.01%	413
2021 Q2	$216K	Hold	2,405	–	–	0.01%	417
2021 Q1	$213K	Sell	2,405 -73	-3%	-$6.63K	0.01%	387
2020 Q4	$230K	Buy	2,478 +73	+3%	+$6.8K	0.01%	364
2020 Q3	$225K	Hold	2,405	–	–	0.01%	338
2020 Q2	$224K	Hold	2,405	–	–	0.01%	322
2020 Q1	$215K	Buy	+2,405	New	+$213K	0.01%	314

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

First Foundation Advisors's BIV Position: Q1 2022 in Review

First Foundation Advisors sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2022, closing a stake of 2,405 shares — an estimated $211K sold.

First Foundation Advisors first reported a position in BIV in Q1 2020 and held it in 8 quarters. The position peaked at $230K in Q4 2020. 714 funds tracked by Wall St. Rank hold BIV as of Q1 2022.

First Foundation Advisors reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
First Foundation Advisors sold 2,405 Vanguard Intermediate-Term Bond ETF shares in Q1 2022, an estimated $211K.
First Foundation Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2020 and held it in 8 quarters.
First Foundation Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $230K in Q4 2020.
714 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.