Number of Shares
98,115.00
Current Holdings Value*
$9.88 Mil
% of Portfolio
0.4%
Total Estimate Gain
$8,295.44
% of Total Estimate Gain
0.07%

FIRST FOUNDATION ADVISORS's iShares 0-3 Month Treasury Bond ETF Holding Summary

As of 2025-03-31, FIRST FOUNDATION ADVISORS held 98,115.00 shares of iShares 0-3 Month Treasury Bond ETF(SGOV), totaling $9.88 Mil. This investment constitutes 0.4% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 0.02% of the outstanding iShares 0-3 Month Treasury Bond ETF(SGOV) stock.

The initial trade took place in 2022Q3. And since then FIRST FOUNDATION ADVISORS has made 7 purchases of SGOV, at an average price of $100.35, for a total of 112,213.00 shares. In addition, there have been 4 sales at an average price of $99.72 for 14,098.00 shares. Based on historical transaction data and SGOV's current price of $100.52, FIRST FOUNDATION ADVISORS's estimated gain on his SGOV holdings is $8,295.44, reflecting a 0.07% gain to date.

FIRST FOUNDATION ADVISORS SGOV ($100.52) Holding Chart

FIRST FOUNDATION ADVISORS SGOV ($100.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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