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Farmers & Merchants Investments Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,154
Closed -$26.9K – 1768
2023
Q3 		$26.9K Buy
+1,154
New +$27K ﹤0.01% 462

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UBS Group
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LPL Financial
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CAI
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2023, closing a stake of 1,154 shares — an estimated $26.9K sold.

Farmers & Merchants Investments Inc first reported a position in IBDR in Q3 2023 and held it in 1 quarter. The position peaked at $26.9K in Q3 2023. 298 funds tracked by Wall St. Rank hold IBDR as of Q4 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,154 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2023, an estimated $26.9K.
  • Farmers & Merchants Investments Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $26.9K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2023.

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