First Foundation Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,100	Closed	-$324K	–	450
2022 Q1	$324K	Hold	3,100	–	–	0.01%	324
2021 Q4	$333K	Hold	3,100	–	–	0.01%	331
2021 Q3	$333K	Sell	3,100 -947	-23%	-$102K	0.01%	337
2021 Q2	$436K	Buy	4,047 +947	+31%	+$102K	0.02%	305
2021 Q1	$334K	Hold	3,100	–	–	0.01%	323
2020 Q4	$335K	Sell	3,100 -10	-0.3%	-$1.08K	0.01%	318
2020 Q3	$336K	Hold	3,110	–	–	0.02%	278
2020 Q2	$335K	Sell	3,110 -879	-22%	-$94.1K	0.02%	266
2020 Q1	$424K	Sell	3,989 -27	-0.7%	-$2.87K	0.03%	240
2019 Q4	$429K	Buy	4,016 +90	+2%	+$9.6K	0.02%	262
2019 Q3	$418K	Buy	3,926 +391	+11%	+$41.8K	0.02%	246
2019 Q2	$377K	Buy	3,535 +163	+5%	+$17.3K	0.02%	249
2019 Q1	$357K	Buy	3,372 +333	+11%	+$35.2K	0.02%	247
2018 Q4	$320K	Buy	3,039 +8	+0.3%	+$838	0.02%	309
2018 Q3	$317K	Buy	+3,031	New	+$318K	0.02%	284
2017 Q1	–	Sell	-2,867	Closed	-$301K	–	342
2016 Q4	$301K	Buy	+2,867	New	+$302K	0.02%	250

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

First Foundation Advisors's SUB Position: Q2 2022 in Review

First Foundation Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 3,100 shares — an estimated $324K sold.

First Foundation Advisors first reported a position in SUB in Q4 2016 and held it in 16 quarters. The position peaked at $436K in Q2 2021. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

First Foundation Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 3,100 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $324K.
First Foundation Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and held it in 16 quarters.
First Foundation Advisors's iShares Short-Term National Muni Bond ETF position peaked at $436K in Q2 2021.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.