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Farmers & Merchants Investments Inc’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-49
Closed -$1.24K – 1770
2023
Q1 		$1.24K Buy
+49
New +$1.23K ﹤0.01% 1286
2022
Q2 		– Sell
-21
Closed -$1K – 960
2022
Q1 		$1K Buy
+21
New +$595 ﹤0.01% 950

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Farmers & Merchants Investments Inc's FALN Position: Q2 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares Fallen Angels USD Bond ETF (FALN) in Q2 2023, closing a stake of 49 shares — an estimated $1.24K sold.

Farmers & Merchants Investments Inc first reported a position in FALN in Q1 2022 and held it in 2 quarters. The position peaked at $1.24K in Q1 2023. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares Fallen Angels USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 49 iShares Fallen Angels USD Bond ETF shares in Q2 2023, an estimated $1.24K.
  • Farmers & Merchants Investments Inc first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2022 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares Fallen Angels USD Bond ETF position peaked at $1.24K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2023, filed 1 Aug 2023.