First Foundation Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $329K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $455K | Buy |
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|
2020
Q2 | $398K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $213K | Sell |
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|
2018
Q4 | $714K | Buy |
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|
2018
Q3 | $213K | Sell |
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|
2018
Q2 | $250K | Hold |
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|
2018
Q1 | $251K | Sell |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $221K | Sell |
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|
2017
Q1 | $752K | Sell |
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|
2016
Q4 | $5.16M | Sell |
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|
2016
Q3 | $5.21M | Buy |
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|
2016
Q2 | $3.23M | Sell |
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|
2016
Q1 | $4.07M | Sell |
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|
2015
Q4 | $19.8M | Buy |
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|
2015
Q3 | $530K | Buy |
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|
2015
Q2 | $294K | Sell |
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|
2015
Q1 | $791K | Sell |
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|
2014
Q4 | $11.4M | Buy |
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