First Foundation Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
14,016
-2,346
| -14% | -$194K | 0.04% | 176 |
|
|
2025
Q1 | $1.35M | Buy |
16,362
+1,252
| +8% | +$104K | 0.06% | 148 |
|
|
2024
Q4 | $1.24M | Buy |
15,110
+3,844
| +34% | +$315K | 0.05% | 158 |
|
|
2024
Q3 | $937K | Sell |
11,266
-2,000
| -15% | -$166K | 0.04% | 174 |
|
|
2024
Q2 | $1.08M | Sell |
13,266
-1,268
| -9% | -$104K | 0.04% | 158 |
|
|
2024
Q1 | $1.19M | Sell |
14,534
-29,410
| -67% | -$2.41M | 0.05% | 159 |
|
|
2023
Q4 | $3.61M | Sell |
43,944
-4,542
| -9% | -$373K | 0.16% | 83 |
|
|
2023
Q3 | $3.93M | Sell |
48,486
-35,577
| -42% | -$2.88M | 0.18% | 80 |
|
|
2023
Q2 | $6.82M | Buy |
84,063
+6,517
| +8% | +$528K | 0.29% | 69 |
|
|
2023
Q1 | $6.37M | Buy |
77,546
+11,964
| +18% | +$983K | 0.29% | 69 |
|
|
2022
Q4 | $5.32M | Buy |
65,582
+42,118
| +180% | +$3.42M | 0.25% | 74 |
|
|
2022
Q3 | $1.91M | Buy |
23,464
+20,058
| +589% | +$1.63M | 0.09% | 121 |
|
|
2022
Q2 | $282K | Buy |
+3,406
| New | +$282K | 0.01% | 320 |
|