First Foundation Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,743	Closed	-$383K	–	341
2025 Q2	$383K	Buy	4,743 +564	+13%	+$44.4K	0.01%	264
2025 Q1	$330K	Hold	4,179	–	–	0.01%	263
2024 Q4	$329K	Buy	+4,179	New	+$332K	0.01%	274
2023 Q2	–	Sell	-4,549	Closed	-$344K	–	428
2023 Q1	$344K	Buy	+4,549	New	+$341K	0.02%	279
2021 Q4	–	Sell	-3,221	Closed	-$282K	–	453
2021 Q3	$282K	Buy	3,221 +36	+1%	+$3.16K	0.01%	355
2021 Q2	$280K	Sell	3,185 -214	-6%	-$18.7K	0.01%	376
2021 Q1	$296K	Sell	3,399 -1,023	-23%	-$89K	0.01%	337
2020 Q4	$386K	Sell	4,422 -998	-18%	-$85.5K	0.02%	296
2020 Q3	$455K	Buy	5,420 +540	+11%	+$45.5K	0.02%	247
2020 Q2	$398K	Buy	+4,880	New	+$393K	0.02%	251
2019 Q2	–	Sell	-2,459	Closed	-$213K	–	352
2019 Q1	$213K	Sell	2,459 -6,342	-72%	-$538K	0.01%	303
2018 Q4	$714K	Buy	8,801 +6,342	+258%	+$531K	0.05%	214
2018 Q3	$213K	Sell	2,459 -477	-16%	-$41K	0.01%	325
2018 Q2	$250K	Hold	2,936	–	–	0.01%	285
2018 Q1	$251K	Sell	2,936 -14,016	-83%	-$1.21M	0.01%	280
2017 Q4	$1.48M	Buy	+16,952	New	+$1.49M	0.08%	136
2017 Q3	–	Sell	-2,498	Closed	-$221K	–	322
2017 Q2	$221K	Sell	2,498 -6,066	-71%	-$534K	0.01%	286
2017 Q1	$752K	Sell	8,564 -51,100	-86%	-$4.46M	0.05%	166
2016 Q4	$5.16M	Sell	59,664 -92	-0.2%	-$7.92K	0.34%	61
2016 Q3	$5.21M	Buy	59,756 +21,638	+57%	+$1.86M	0.36%	55
2016 Q2	$3.23M	Sell	38,118 -11,753	-24%	-$977K	0.23%	73
2016 Q1	$4.07M	Sell	49,871 -196,439	-80%	-$15.6M	0.3%	66
2015 Q4	$19.8M	Buy	246,310 +239,949	+3,772%	+$19.9M	1.36%	24
2015 Q3	$530K	Buy	6,361 +3,054	+92%	+$265K	0.04%	142
2015 Q2	$294K	Sell	3,307 -5,418	-62%	-$490K	0.02%	183
2015 Q1	$791K	Sell	8,725 -118,203	-93%	-$10.7M	0.07%	114
2014 Q4	$11.4M	Buy	+126,928	New	+$11.6M	1%	40

Other funds holding HYG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

First Foundation Advisors's HYG Position: Q3 2025 in Review

First Foundation Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2025, closing a stake of 4,743 shares — an estimated $383K sold.

First Foundation Advisors first reported a position in HYG in Q4 2014 and held it in 27 quarters. The position peaked at $19.8M in Q4 2015. 914 funds tracked by Wall St. Rank hold HYG as of Q3 2025.

First Foundation Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
First Foundation Advisors sold 4,743 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2025, an estimated $383K.
First Foundation Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2014 and held it in 27 quarters.
First Foundation Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $19.8M in Q4 2015.
914 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2025.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.