FFA
IBDB

First Foundation Advisors’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

First Foundation Advisors’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,566
Closed -$270K – 360
2017
Q4 		$270K Hold
10,566
– – 0.01% 287
2017
Q3 		$271K Hold
10,566
– – 0.02% 259
2017
Q2 		$271K Hold
10,566
– – 0.02% 264
2017
Q1 		$271K Hold
10,566
– – 0.02% 271
2016
Q4 		$270K Buy
10,566
+86
+0.8% +$2.21K 0.02% 266
2016
Q3 		$269K Hold
10,480
– – 0.02% 246
2016
Q2 		$270K Hold
10,480
– – 0.02% 250
2016
Q1 		$270K Hold
10,480
– – 0.02% 246
2015
Q4 		$268K Buy
+10,480
New +$269K 0.02% 243

Other funds holding IBDB

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

First Foundation Advisors's IBDB Position: Q1 2018 in Review

First Foundation Advisors sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 10,566 shares — an estimated $270K sold.

First Foundation Advisors first reported a position in IBDB in Q4 2015 and held it in 9 quarters. The position peaked at $271K in Q3 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

  • First Foundation Advisors reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • First Foundation Advisors sold 10,566 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $270K.
  • First Foundation Advisors first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q4 2015 and held it in 9 quarters.
  • First Foundation Advisors's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $271K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on First Foundation Advisors's 13F filing for Q1 2018, filed 15 May 2018.