FMII
IBDQ

Farmers & Merchants Investments Inc’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IBDQ Stock Details IBDQ 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 -$27.1K – 1767
2023
Q3 		$27.1K Buy
+1,114
New +$27.2K ﹤0.01% 459

Other funds holding IBDQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2023, closing a stake of 1,114 shares — an estimated $27.1K sold.

Farmers & Merchants Investments Inc first reported a position in IBDQ in Q3 2023 and held it in 1 quarter. The position peaked at $27.1K in Q3 2023. 325 funds tracked by Wall St. Rank hold IBDQ as of Q4 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,114 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2023, an estimated $27.1K.
  • Farmers & Merchants Investments Inc first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $27.1K in Q3 2023.
  • 325 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2023.

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