FFA
First Foundation Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Sell |
95,510
-2,605
| -3% | -$262K | 0.36% | 50 |
|
|
2025
Q1 | $9.88M | Buy |
98,115
+64,130
| +189% | +$6.46M | 0.4% | 52 |
|
|
2024
Q4 | $3.41M | Buy |
33,985
+9,673
| +40% | +$970K | 0.13% | 105 |
|
|
2024
Q3 | $2.45M | Buy |
24,312
+21,405
| +736% | +$2.16M | 0.09% | 114 |
|
|
2024
Q2 | $293K | Buy |
2,907
+662
| +29% | +$66.7K | 0.01% | 283 |
|
|
2024
Q1 | $226K | Sell |
2,245
-1,658
| -42% | -$167K | 0.01% | 317 |
|
|
2023
Q4 | $391K | Sell |
3,903
-696
| -15% | -$69.8K | 0.02% | 252 |
|
|
2023
Q3 | $463K | Sell |
4,599
-3,806
| -45% | -$383K | 0.02% | 257 |
|
|
2023
Q2 | $846K | Sell |
8,405
-7,938
| -49% | -$799K | 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 | +$677K | 0.03% | 203 |
|