First Foundation Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,656	Closed	-$352K	–	454
2023 Q4	$352K	Buy	+11,656	New	+$437K	0.02%	268
2022 Q1	–	Sell	-16,585	Closed	-$280K	–	456
2021 Q4	$280K	Buy	+16,585	New	+$288K	0.01%	353
2021 Q3	–	Sell	-12,945	Closed	-$244K	–	471
2021 Q2	$244K	Hold	12,945	–	–	0.01%	395
2021 Q1	$281K	Buy	+12,945	New	+$251K	0.01%	349

Other funds holding TBT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Foundation Advisors's TBT Position: Q1 2024 in Review

First Foundation Advisors sold out of ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) in Q1 2024, closing a stake of 11,656 shares — an estimated $352K sold.

First Foundation Advisors first reported a position in TBT in Q1 2021 and held it in 4 quarters. The position peaked at $352K in Q4 2023. 66 funds tracked by Wall St. Rank hold TBT as of Q1 2024.

First Foundation Advisors reported no remaining ProShares Trust UltraShort Lehman 20+ Year Treasury position as of Q1 2024 after selling out during the quarter.
First Foundation Advisors sold 11,656 ProShares Trust UltraShort Lehman 20+ Year Treasury shares in Q1 2024, an estimated $352K.
First Foundation Advisors first reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury in Q1 2021 and held it in 4 quarters.
First Foundation Advisors's ProShares Trust UltraShort Lehman 20+ Year Treasury position peaked at $352K in Q4 2023.
66 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 20+ Year Treasury as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.