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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Sell	132,012 -6,924	-5%	-$655K	0.45%	39
2026 Q1	$13.3M	Buy	138,936 +12,641	+10%	+$1.22M	0.53%	34
2025 Q4	$12.1M	Sell	126,295 -5,283	-4%	-$511K	0.46%	40
2025 Q3	$12.7M	Sell	131,578 -23,216	-15%	-$2.22M	0.47%	43
2025 Q2	$14.8M	Sell	154,794 -3,235	-2%	-$306K	0.55%	41
2025 Q1	$15.1M	Sell	158,029 -49,145	-24%	-$4.6M	0.61%	37
2024 Q4	$19.2M	Buy	207,174 +31,647	+18%	+$2.99M	0.72%	29
2024 Q3	$17.2M	Buy	175,527 +13,537	+8%	+$1.31M	0.65%	37
2024 Q2	$15.2M	Buy	161,990 +22,286	+16%	+$2.07M	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%	-$320K	0.47%	55
2023 Q3	$10M	Buy	109,706 +46,759	+74%	+$4.41M	0.47%	55
2023 Q2	$6.08M	Buy	62,947 +30,872	+96%	+$3.03M	0.26%	75
2023 Q1	$3.18M	Buy	32,075 +11,553	+56%	+$1.13M	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	+$981K	0.05%	176

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

First Foundation Advisors's IEF Position: Q2 2026 in Review

First Foundation Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5% in Q2 2026, selling an estimated $655K and leaving 132,012 shares worth $12.5M. The position accounts for 0.45% of the portfolio, ranked #39.

First Foundation Advisors first reported a position in IEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.2M in Q4 2024. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

First Foundation Advisors held 132,012 shares of iShares 7-10 Year Treasury Bond ETF worth $12.5M as of Q2 2026.
First Foundation Advisors sold 6,924 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $655K.
iShares 7-10 Year Treasury Bond ETF made up 0.45% of First Foundation Advisors's portfolio in Q2 2026, its #39 holding.
First Foundation Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
First Foundation Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $19.2M in Q4 2024.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.