First Foundation Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.62M	Sell	75,721 -19,484	-20%	-$1.96M	0.27%	61
2026 Q1	$9.58M	Buy	95,205 +23,628	+33%	+$2.38M	0.39%	47
2025 Q4	$7.18M	Sell	71,577 -6,848	-9%	-$688K	0.27%	62
2025 Q3	$7.9M	Sell	78,425 -17,085	-18%	-$1.72M	0.29%	59
2025 Q2	$9.62M	Sell	95,510 -2,605	-3%	-$262K	0.36%	50
2025 Q1	$9.88M	Buy	98,115 +64,130	+189%	+$6.45M	0.4%	52
2024 Q4	$3.41M	Buy	33,985 +9,673	+40%	+$972K	0.13%	105
2024 Q3	$2.45M	Buy	24,312 +21,405	+736%	+$2.15M	0.09%	114
2024 Q2	$293K	Buy	2,907 +662	+29%	+$66.5K	0.01%	283
2024 Q1	$226K	Sell	2,245 -1,658	-42%	-$167K	0.01%	317
2023 Q4	$391K	Sell	3,903 -696	-15%	-$69.9K	0.02%	252
2023 Q3	$463K	Sell	4,599 -3,806	-45%	-$382K	0.02%	257
2023 Q2	$846K	Sell	8,405 -7,938	-49%	-$797K	0.04%	189
2023 Q1	$1.64M	Buy	16,343 +218	+1%	+$21.9K	0.08%	136
2022 Q4	$1.61M	Buy	16,125 +9,377	+139%	+$939K	0.08%	143
2022 Q3	$677K	Buy	+6,748	New	+$676K	0.03%	203

Other funds holding SGOV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

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

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

First Foundation Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 20% in Q2 2026, selling an estimated $1.96M and leaving 75,721 shares worth $7.62M. The position accounts for 0.27% of the portfolio, ranked #61.

First Foundation Advisors first reported a position in SGOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.88M in Q1 2025. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

First Foundation Advisors held 75,721 shares of iShares 0-3 Month Treasury Bond ETF worth $7.62M as of Q2 2026.
First Foundation Advisors sold 19,484 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.96M.
iShares 0-3 Month Treasury Bond ETF made up 0.27% of First Foundation Advisors's portfolio in Q2 2026, its #61 holding.
First Foundation Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
First Foundation Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $9.88M in Q1 2025.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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