First Foundation Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $3.61M | Sell |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $6.82M | Buy |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $5.32M | Buy |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $282K | Buy |
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