First Foundation Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.7M Sell
2025
Q2
$14.8M Sell
2025
Q1
$15.1M Sell
2024
Q4
$19.2M Buy
2024
Q3
$17.2M Buy
2024
Q2
$15.2M Buy
2024
Q1
$13.2M Buy
2023
Q4
$10.2M Sell
2023
Q3
$10M Buy
2023
Q2
$6.08M Buy
2023
Q1
$3.18M Buy
2022
Q4
$1.97M Buy
2022
Q3
$928K Buy