First Foundation Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,700
Closed -$390K 467
2021
Q3
$390K Hold
2,700
0.01% 316
2021
Q2
$390K Buy
2,700
+818
+43% +$118K 0.02% 324
2021
Q1
$255K Buy
+1,882
New +$255K 0.01% 362