Farmers & Merchants Investments Inc’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$92	–	1775
2026 Q1	$92	Hold	1	–	–	﹤0.01%	1752
2025 Q4	$89	Buy	+1	New	+$91	﹤0.01%	1717
2024 Q2	–	Sell	-10	Closed	-$730	–	1783
2024 Q1	$730	Sell	10 -2	-17%	-$143	﹤0.01%	1528
2023 Q4	$866	Hold	12	–	–	﹤0.01%	1487
2023 Q3	$814	Hold	12	–	–	﹤0.01%	1452
2023 Q2	$839	Hold	12	–	–	﹤0.01%	1458
2023 Q1	$805	Buy	+12	New	+$804	﹤0.01%	1452
2022 Q3	–	Sell	-4,400	Closed	-$284K	–	1590
2022 Q2	$284K	Sell	4,400 -2,500	-36%	-$173K	0.01%	259
2022 Q1	$531K	Buy	6,900 +3,480	+102%	+$266K	0.02%	242
2021 Q4	$284K	Buy	3,420 +1,730	+102%	+$148K	0.01%	270
2021 Q3	$144K	Buy	+1,690	New	+$146K	0.01%	302

Other funds holding CWB

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farmers & Merchants Investments Inc's CWB Position: Q2 2026 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 1 share — an estimated $92 sold.

Farmers & Merchants Investments Inc first reported a position in CWB in Q3 2021 and held it in 11 quarters. The position peaked at $531K in Q1 2022. 360 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Farmers & Merchants Investments Inc reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 1 State Street SPDR Bloomberg Convertible Securities ETF share in Q2 2026, an estimated $92.
Farmers & Merchants Investments Inc first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2021 and held it in 11 quarters.
Farmers & Merchants Investments Inc's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $531K in Q1 2022.
360 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.