FMII
IBDP

Farmers & Merchants Investments Inc’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,114
Closed -$27.5K – 1800
2023
Q3 		$27.5K Buy
+1,114
New +$27.5K ﹤0.01% 457

Other funds holding IBDP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Farmers & Merchants Investments Inc's IBDP Position: Q4 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 1,114 shares — an estimated $27.5K sold.

Farmers & Merchants Investments Inc first reported a position in IBDP in Q3 2023 and held it in 1 quarter. The position peaked at $27.5K in Q3 2023. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,114 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $27.5K.
  • Farmers & Merchants Investments Inc first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $27.5K in Q3 2023.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2023, filed 23 Jan 2024.