First Foundation Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Sell |
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|
2025
Q1 | $9.88M | Buy |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $293K | Buy |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $846K | Sell |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $677K | Buy |
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