First Foundation Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
154,794
-3,235
| -2% | -$310K | 0.55% | 41 |
|
|
2025
Q1 | $15.1M | Sell |
158,029
-49,145
| -24% | -$4.69M | 0.61% | 37 |
|
|
2024
Q4 | $19.2M | Buy |
207,174
+31,647
| +18% | +$2.93M | 0.72% | 29 |
|
|
2024
Q3 | $17.2M | Buy |
175,527
+13,537
| +8% | +$1.33M | 0.65% | 37 |
|
|
2024
Q2 | $15.2M | Buy |
161,990
+22,286
| +16% | +$2.09M | 0.58% | 42 |
|
|
2024
Q1 | $13.2M | Buy |
139,704
+33,455
| +31% | +$3.17M | 0.53% | 44 |
|
|
2023
Q4 | $10.2M | Sell |
106,249
-3,457
| -3% | -$333K | 0.47% | 55 |
|
|
2023
Q3 | $10M | Buy |
109,706
+46,759
| +74% | +$4.28M | 0.47% | 55 |
|
|
2023
Q2 | $6.08M | Buy |
62,947
+30,872
| +96% | +$2.98M | 0.26% | 75 |
|
|
2023
Q1 | $3.18M | Buy |
32,075
+11,553
| +56% | +$1.15M | 0.15% | 97 |
|
|
2022
Q4 | $1.97M | Buy |
20,522
+10,854
| +112% | +$1.04M | 0.09% | 125 |
|
|
2022
Q3 | $928K | Buy |
+9,668
| New | +$928K | 0.05% | 176 |
|