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 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 $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

First Foundation Advisors's IEF Position: Q1 2026 in Review

First Foundation Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q1 2026, buying an estimated $1.22M and bringing the position to 138,936 shares worth $13.3M. The position accounts for 0.53% of the portfolio, ranked #34.

First Foundation Advisors first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $19.2M in Q4 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

First Foundation Advisors held 138,936 shares of iShares 7-10 Year Treasury Bond ETF worth $13.3M as of Q1 2026.
First Foundation Advisors bought 12,641 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.22M.
iShares 7-10 Year Treasury Bond ETF made up 0.53% of First Foundation Advisors's portfolio in Q1 2026, its #34 holding.
First Foundation Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
First Foundation Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $19.2M in Q4 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.