Farmers & Merchants Investments Inc’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio BWX Stock Details BWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-52	Closed	-$1K	–	996
2021 Q3	$1K	Buy	+52	New	+$1.53K	﹤0.01%	931
2016 Q4	–	Sell	-548	Closed	-$16K	–	792
2016 Q3	$16K	Sell	548 -180	-25%	-$5.17K	﹤0.01%	408
2016 Q2	$21K	Sell	728 -324	-31%	-$9.09K	﹤0.01%	353
2016 Q1	$29K	Hold	1,052	–	–	﹤0.01%	315
2015 Q4	$27K	Sell	1,052 -142	-12%	-$3.68K	﹤0.01%	340
2015 Q3	$31K	Buy	1,194 +262	+28%	+$6.81K	﹤0.01%	322
2015 Q2	$24K	Sell	932 -200	-18%	-$5.29K	﹤0.01%	367
2015 Q1	$30K	Hold	1,132	–	–	﹤0.01%	344
2014 Q4	$31K	Sell	1,132 -56	-5%	-$1.59K	﹤0.01%	338
2014 Q3	$34K	Sell	1,188 -38	-3%	-$1.13K	﹤0.01%	319
2014 Q2	$37K	Buy	1,226 +10	+0.8%	+$299	﹤0.01%	313
2014 Q1	$36K	Hold	1,216	–	–	0.01%	315
2013 Q4	$35K	Hold	1,216	–	–	0.01%	324
2013 Q3	$35K	Hold	1,216	–	–	0.01%	317
2013 Q2	$34K	Buy	+1,216	New	+$35.5K	0.01%	314

Other funds holding BWX

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Farmers & Merchants Investments Inc's BWX Position: Q4 2021 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2021, closing a stake of 52 shares — an estimated $1K sold.

Farmers & Merchants Investments Inc first reported a position in BWX in Q2 2013 and held it in 15 quarters. The position peaked at $37K in Q2 2014. 153 funds tracked by Wall St. Rank hold BWX as of Q4 2021.

Farmers & Merchants Investments Inc reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 52 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2021, an estimated $1K.
Farmers & Merchants Investments Inc first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q2 2013 and held it in 15 quarters.
Farmers & Merchants Investments Inc's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $37K in Q2 2014.
153 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2021.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2021, filed 14 Jan 2022.