Farmers & Merchants Investments Inc’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,152	Closed	-$157K	–	1771
2023 Q3	$157K	Buy	+3,152	New	+$158K	0.01%	299
2023 Q2	–	Sell	-214	Closed	-$10.8K	–	1777
2023 Q1	$10.8K	Sell	214 -33	-13%	-$1.66K	﹤0.01%	615
2022 Q4	$12.3K	Buy	+247	New	+$12.2K	﹤0.01%	613
2022 Q1	–	Sell	-104	Closed	-$6K	–	997
2021 Q4	$6K	Buy	+104	New	+$5.63K	﹤0.01%	867
2019 Q3	–	Sell	-260	Closed	-$14K	–	849
2019 Q2	$14K	Buy	+260	New	+$13.7K	﹤0.01%	469
2019 Q1	–	Sell	-2,300	Closed	-$119K	–	850
2018 Q4	$119K	Hold	2,300	–	–	0.01%	246
2018 Q3	$119K	Sell	2,300 -14	-0.6%	-$726	0.01%	256
2018 Q2	$120K	Sell	2,314 -11,828	-84%	-$613K	0.01%	258
2018 Q1	$734K	Hold	14,142	–	–	0.06%	171
2017 Q4	$739K	Buy	14,142 +12,000	+560%	+$630K	0.05%	172
2017 Q3	$113K	Hold	2,142	–	–	0.01%	266
2017 Q2	$113K	Hold	2,142	–	–	0.01%	270
2017 Q1	$113K	Hold	2,142	–	–	0.01%	262
2016 Q4	$112K	Sell	2,142 -1,352	-39%	-$71.1K	0.01%	280
2016 Q3	$185K	Sell	3,494 -8,228	-70%	-$436K	0.02%	221
2016 Q2	$622K	Sell	11,722 -4,000	-25%	-$211K	0.07%	162
2016 Q1	$829K	Hold	15,722	–	–	0.1%	152
2015 Q4	$822K	Sell	15,722 -200	-1%	-$10.5K	0.1%	149
2015 Q3	$837K	Buy	15,922 +3,596	+29%	+$189K	0.11%	144
2015 Q2	$649K	Sell	12,326 -6,534	-35%	-$344K	0.08%	157
2015 Q1	$995K	Buy	18,860 +284	+2%	+$15K	0.13%	143
2014 Q4	$977K	Buy	18,576 +2,200	+13%	+$116K	0.12%	144
2014 Q3	$862K	Buy	16,376 +1,166	+8%	+$61.5K	0.11%	147
2014 Q2	$804K	Buy	15,210 +3,050	+25%	+$161K	0.11%	148
2014 Q1	$641K	Buy	12,160 +1,708	+16%	+$90.1K	0.09%	154
2013 Q4	$551K	Sell	10,452 -74	-0.7%	-$3.9K	0.08%	154
2013 Q3	$554K	Buy	10,526 +472	+5%	+$24.8K	0.09%	154
2013 Q2	$528K	Buy	+10,054	New	+$530K	0.08%	155

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q4 2023, closing a stake of 3,152 shares — an estimated $157K sold.

Farmers & Merchants Investments Inc first reported a position in IGSB in Q2 2013 and held it in 28 quarters. The position peaked at $995K in Q1 2015. 917 funds tracked by Wall St. Rank hold IGSB as of Q4 2023.

Farmers & Merchants Investments Inc reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 3,152 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $157K.
Farmers & Merchants Investments Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 28 quarters.
Farmers & Merchants Investments Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $995K in Q1 2015.
917 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q4 2023.

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