First Foundation Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$689K	Sell	8,348 -827	-9%	-$68.5K	0.03%	205
2025 Q4	$760K	Sell	9,175 -2,507	-21%	-$208K	0.03%	191
2025 Q3	$969K	Sell	11,682 -2,334	-17%	-$193K	0.04%	182
2025 Q2	$1.16M	Sell	14,016 -2,346	-14%	-$194K	0.04%	176
2025 Q1	$1.35M	Buy	16,362 +1,252	+8%	+$103K	0.06%	148
2024 Q4	$1.24M	Buy	15,110 +3,844	+34%	+$316K	0.05%	158
2024 Q3	$937K	Sell	11,266 -2,000	-15%	-$165K	0.04%	174
2024 Q2	$1.08M	Sell	13,266 -1,268	-9%	-$103K	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%	-$369K	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%	+$533K	0.29%	69
2023 Q1	$6.37M	Buy	77,546 +11,964	+18%	+$975K	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%	+$1.65M	0.09%	121
2022 Q2	$282K	Buy	+3,406	New	+$283K	0.01%	320

Other funds holding SHY

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

First Foundation Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9% in Q1 2026, selling an estimated $68.5K and leaving 8,348 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #205.

First Foundation Advisors first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.82M in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

First Foundation Advisors held 8,348 shares of iShares 1-3 Year Treasury Bond ETF worth $689K as of Q1 2026.
First Foundation Advisors sold 827 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $68.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of First Foundation Advisors's portfolio in Q1 2026, its #205 holding.
First Foundation Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
First Foundation Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.82M in Q2 2023.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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