First Foundation Advisors’s iShares CMBS ETF CMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$646K Sell
2022
Q2
$1.56M Buy
2022
Q1
$1.47M Buy
2021
Q4
$1.35M Sell
2021
Q3
$1.45M Buy
2021
Q2
$1.33M Buy
2021
Q1
$843K Sell
2020
Q4
$866K Buy
2020
Q3
$802K Buy
2020
Q2
$775K Buy
2020
Q1
$401K Sell
2019
Q4
$431K Buy
2019
Q1
Sell
2018
Q4
$215K Sell
2018
Q3
$251K Buy