Farmers & Merchants Investments Inc’s iShares CMBS ETF CMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12	Closed	-$550	–	1765
2023 Q2	$550	Buy	+12	New	+$556	﹤0.01%	1565
2022 Q4	–	Sell	-775	Closed	-$36K	–	1771
2022 Q3	$36K	Hold	775	–	–	﹤0.01%	454
2022 Q2	$37K	Hold	775	–	–	﹤0.01%	455
2022 Q1	$39K	Sell	775 -2,040	-72%	-$105K	﹤0.01%	461
2021 Q4	$149K	Buy	2,815 +2,040	+263%	+$109K	0.01%	312
2021 Q3	$42K	Buy	+775	New	+$42.3K	﹤0.01%	427
2021 Q2	–	Sell	-114	Closed	-$6K	–	944
2021 Q1	$6K	Buy	+114	New	+$6.23K	﹤0.01%	731

Other funds holding CMBS

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farmers & Merchants Investments Inc's CMBS Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares CMBS ETF (CMBS) in Q3 2023, closing a stake of 12 shares — an estimated $550 sold.

Farmers & Merchants Investments Inc first reported a position in CMBS in Q1 2021 and held it in 7 quarters. The position peaked at $149K in Q4 2021. 80 funds tracked by Wall St. Rank hold CMBS as of Q3 2023.

Farmers & Merchants Investments Inc reported no remaining iShares CMBS ETF position as of Q3 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 12 iShares CMBS ETF shares in Q3 2023, an estimated $550.
Farmers & Merchants Investments Inc first reported a position in iShares CMBS ETF in Q1 2021 and held it in 7 quarters.
Farmers & Merchants Investments Inc's iShares CMBS ETF position peaked at $149K in Q4 2021.
80 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.