Farmers & Merchants Investments Inc’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9	Closed	-$390	–	1796
2024 Q1	$390	Hold	9	–	–	﹤0.01%	1669
2023 Q4	$377	Hold	9	–	–	﹤0.01%	1685
2023 Q3	$302	Hold	9	–	–	﹤0.01%	1676
2023 Q2	$305	Sell	9 -34	-79%	-$1.14K	﹤0.01%	1678
2023 Q1	$1.54K	Hold	43	–	–	﹤0.01%	1190
2022 Q4	$2.05K	Hold	43	–	–	﹤0.01%	1065
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	991
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	915
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	917
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	930
2021 Q3	$3K	Buy	+43	New	+$2.47K	﹤0.01%	895

Other funds holding IAT

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's IAT Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 9 shares — an estimated $390 sold.

Farmers & Merchants Investments Inc first reported a position in IAT in Q3 2021 and held it in 11 quarters. The position peaked at $3K in Q1 2022. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

Farmers & Merchants Investments Inc reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 9 iShares US Regional Banks ETF shares in Q2 2024, an estimated $390.
Farmers & Merchants Investments Inc first reported a position in iShares US Regional Banks ETF in Q3 2021 and held it in 11 quarters.
Farmers & Merchants Investments Inc's iShares US Regional Banks ETF position peaked at $3K in Q1 2022.
149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.