FMII
IBDM

Farmers & Merchants Investments Inc’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-950
Closed -$24K – 870
2020
Q2 		$24K Buy
+950
New +$23.8K ﹤0.01% 401

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's IBDM Position: Q3 2020 in Review

Farmers & Merchants Investments Inc sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2020, closing a stake of 950 shares — an estimated $24K sold.

Farmers & Merchants Investments Inc first reported a position in IBDM in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 195 funds tracked by Wall St. Rank hold IBDM as of Q3 2020.

  • Farmers & Merchants Investments Inc reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 950 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2020, an estimated $24K.
  • Farmers & Merchants Investments Inc first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $24K in Q2 2020.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2020, filed 19 Oct 2020.