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Farmers & Merchants Investments Inc’s iShares Agency Bond ETF AGZ Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio AGZ Stock Details AGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-610
Closed -$74K – 841
2020
Q1 		$74K Buy
610
+40
+7% +$4.72K 0.01% 266
2019
Q4 		$66K Hold
570
– – ﹤0.01% 294
2019
Q3 		$66K Hold
570
– – ﹤0.01% 294
2019
Q2 		$66K Buy
570
+395
+226% +$45K ﹤0.01% 296
2019
Q1 		$20K Sell
175
-568
-76% -$63.8K ﹤0.01% 408
2018
Q4 		$83K Hold
743
– – 0.01% 274
2018
Q3 		$82K Sell
743
-9
-1% -$999 0.01% 281
2018
Q2 		$84K Hold
752
– – 0.01% 284
2018
Q1 		$84K Buy
752
+180
+31% +$20.1K 0.01% 281
2017
Q4 		$65K Hold
572
– – ﹤0.01% 304
2017
Q3 		$65K Sell
572
-627
-52% -$71.4K 0.01% 299
2017
Q2 		$136K Sell
1,199
-132
-10% -$15K 0.01% 251
2017
Q1 		$150K Hold
1,331
– – 0.01% 247
2016
Q4 		$150K Sell
1,331
-501
-27% -$57K 0.01% 260
2016
Q3 		$212K Sell
1,832
-436
-19% -$50.4K 0.02% 218
2016
Q2 		$263K Sell
2,268
-291
-11% -$33.4K 0.03% 193
2016
Q1 		$294K Sell
2,559
-30
-1% -$3.42K 0.03% 187
2015
Q4 		$293K Sell
2,589
-245
-9% -$27.8K 0.04% 185
2015
Q3 		$323K Sell
2,834
-252
-8% -$28.6K 0.04% 177
2015
Q2 		$349K Buy
3,086
+550
+22% +$62.4K 0.04% 173
2015
Q1 		$290K Buy
2,536
+203
+9% +$23.2K 0.04% 176
2014
Q4 		$264K Buy
2,333
+105
+5% +$11.9K 0.03% 179
2014
Q3 		$250K Buy
2,228
+133
+6% +$15K 0.03% 184
2014
Q2 		$236K Buy
2,095
+51
+2% +$5.72K 0.03% 187
2014
Q1 		$228K Sell
2,044
-1,660
-45% -$185K 0.03% 191
2013
Q4 		$409K Buy
3,704
+1,737
+88% +$193K 0.06% 167
2013
Q3 		$219K Buy
1,967
+15
+0.8% +$1.66K 0.03% 190
2013
Q2 		$216K Buy
+1,952
New +$220K 0.03% 195

Other funds holding AGZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Farmers & Merchants Investments Inc's AGZ Position: Q2 2020 in Review

Farmers & Merchants Investments Inc sold out of iShares Agency Bond ETF (AGZ) in Q2 2020, closing a stake of 610 shares — an estimated $74K sold.

Farmers & Merchants Investments Inc first reported a position in AGZ in Q2 2013 and held it in 28 quarters. The position peaked at $409K in Q4 2013. 135 funds tracked by Wall St. Rank hold AGZ as of Q2 2020.

  • Farmers & Merchants Investments Inc reported no remaining iShares Agency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 610 iShares Agency Bond ETF shares in Q2 2020, an estimated $74K.
  • Farmers & Merchants Investments Inc first reported a position in iShares Agency Bond ETF in Q2 2013 and held it in 28 quarters.
  • Farmers & Merchants Investments Inc's iShares Agency Bond ETF position peaked at $409K in Q4 2013.
  • 135 funds tracked by Wall St. Rank held iShares Agency Bond ETF as of Q2 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2020, filed 21 Jul 2020.