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Farmers & Merchants Investments Inc’s iShares Convertible Bond ETF ICVT Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio ICVT Stock Details ICVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.63K Buy
+38
New +$4.4K ﹤0.01% 1027
2023
Q1 		– Sell
-20
Closed -$1.39K – 1767
2022
Q4 		$1.39K Sell
20
-530
-96% -$37.3K ﹤0.01% 1245
2022
Q3 		$38K Hold
550
– – ﹤0.01% 447
2022
Q2 		$38K Hold
550
– – ﹤0.01% 450
2022
Q1 		$46K Buy
550
+300
+120% +$24.9K ﹤0.01% 434
2021
Q4 		$22K Buy
+250
New +$24.3K ﹤0.01% 572

Other funds holding ICVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
TF
TME Financial Huntington Beach, California $162M AUM 16.23% 1-Year Est. Return

Farmers & Merchants Investments Inc's ICVT Position: Q2 2026 in Review

Farmers & Merchants Investments Inc opened a new position in iShares Convertible Bond ETF (ICVT) in Q2 2026: 38 shares worth $4.63K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: Farmers & Merchants Investments Inc previously reported a position in ICVT as recently as Q4 2022.

Farmers & Merchants Investments Inc first reported a position in ICVT in Q4 2021 and has held it in 6 quarters since. The position peaked at $46K in Q1 2022. 243 funds tracked by Wall St. Rank hold ICVT as of Q2 2026.

  • Farmers & Merchants Investments Inc held 38 shares of iShares Convertible Bond ETF worth $4.63K as of Q2 2026.
  • iShares Convertible Bond ETF was a new Farmers & Merchants Investments Inc position in Q2 2026.
  • iShares Convertible Bond ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1027 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Convertible Bond ETF in Q4 2021 and has held it in 6 quarters since.
  • Farmers & Merchants Investments Inc's iShares Convertible Bond ETF position peaked at $46K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held iShares Convertible Bond ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.