First Foundation Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.84M	Sell	62,780 -1,675	-3%	-$185K	0.28%	63
2025 Q4	$7.1M	Sell	64,455 -247	-0.4%	-$27.5K	0.27%	63
2025 Q3	$7.21M	Sell	64,702 -709	-1%	-$77.9K	0.27%	61
2025 Q2	$7.17M	Sell	65,411 -1,937	-3%	-$208K	0.27%	63
2025 Q1	$7.32M	Sell	67,348 -262,699	-80%	-$28.3M	0.3%	58
2024 Q4	$35.3M	Buy	330,047 +29,436	+10%	+$3.22M	1.33%	16
2024 Q3	$34M	Buy	300,611 +36,918	+14%	+$4.08M	1.28%	17
2024 Q2	$28.2M	Buy	263,693 +11,883	+5%	+$1.27M	1.08%	19
2024 Q1	$27.4M	Buy	251,810 +128,165	+104%	+$13.9M	1.1%	19
2023 Q4	$13.7M	Buy	123,645 +1,097	+0.9%	+$114K	0.62%	41
2023 Q3	$12.5M	Buy	122,548 +44,844	+58%	+$4.73M	0.58%	47
2023 Q2	$8.4M	Buy	+77,704	New	+$8.4M	0.36%	64
2022 Q1	–	Sell	-1,975	Closed	-$262K	–	444
2021 Q4	$262K	Sell	1,975 -3,190	-62%	-$424K	0.01%	362
2021 Q3	$687K	Sell	5,165 -188	-4%	-$25.4K	0.03%	238
2021 Q2	$719K	Sell	5,353 -124	-2%	-$16.3K	0.03%	242
2021 Q1	$712K	Sell	5,477 -2,366	-30%	-$315K	0.03%	234
2020 Q4	$1.08M	Sell	7,843 -1,894	-19%	-$258K	0.05%	181
2020 Q3	$1.31M	Buy	9,737 +2,104	+28%	+$287K	0.06%	155
2020 Q2	$1.03M	Buy	+7,633	New	+$993K	0.05%	169
2018 Q2	–	Sell	-2,994	Closed	-$351K	–	341
2018 Q1	$351K	Buy	2,994 +57	+2%	+$6.73K	0.02%	247
2017 Q4	$357K	Buy	2,937 +124	+4%	+$15K	0.02%	253
2017 Q3	$341K	Hold	2,813	–	–	0.02%	236
2017 Q2	$339K	Sell	2,813 -655	-19%	-$78.3K	0.02%	241
2017 Q1	$409K	Buy	3,468 +114	+3%	+$13.4K	0.03%	229
2016 Q4	$393K	Buy	+3,354	New	+$399K	0.03%	230
2015 Q2	–	Sell	-4,341	Closed	-$528K	–	258
2015 Q1	$528K	Buy	+4,341	New	+$526K	0.04%	140
2014 Q1	–	Sell	-4,814	Closed	-$550K	–	205
2013 Q4	$550K	Buy	+4,814	New	+$550K	0.07%	92

Other funds holding LQD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

First Foundation Advisors reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 2.6% in Q1 2026, selling an estimated $185K and leaving 62,780 shares worth $6.84M. The position accounts for 0.28% of the portfolio, ranked #63.

First Foundation Advisors first reported a position in LQD in Q4 2013 and has held it in 27 quarters since. The position peaked at $35.3M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

First Foundation Advisors held 62,780 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.84M as of Q1 2026.
First Foundation Advisors sold 1,675 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $185K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.28% of First Foundation Advisors's portfolio in Q1 2026, its #63 holding.
First Foundation Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 27 quarters since.
First Foundation Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $35.3M in Q4 2024.
1,098 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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