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Farmers & Merchants Investments Inc’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31
Closed -$1.56K – 1771
2023
Q1 		$1.56K Buy
+31
New +$1.56K ﹤0.01% 1186
2013
Q3 		– Sell
-200
Closed -$10K – 650
2013
Q2 		$10K Buy
+200
New +$10.1K ﹤0.01% 466

Other funds holding FLOT

Bank of America
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of iShares Floating Rate Bond ETF (FLOT) in Q2 2023, closing a stake of 31 shares — an estimated $1.56K sold.

Farmers & Merchants Investments Inc first reported a position in FLOT in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q2 2013. 612 funds tracked by Wall St. Rank hold FLOT as of Q2 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares Floating Rate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 31 iShares Floating Rate Bond ETF shares in Q2 2023, an estimated $1.56K.
  • Farmers & Merchants Investments Inc first reported a position in iShares Floating Rate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares Floating Rate Bond ETF position peaked at $10K in Q2 2013.
  • 612 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q2 2023.

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