Farmers & Merchants Investments Inc’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,640	Closed	-$285K	–	858
2020 Q1	$285K	Buy	5,640 +475	+9%	+$24K	0.02%	197
2019 Q4	$260K	Hold	5,165	–	–	0.02%	212
2019 Q3	$261K	Hold	5,165	–	–	0.02%	211
2019 Q2	$260K	Buy	5,165 +3,590	+228%	+$179K	0.02%	214
2019 Q1	$79K	Sell	1,575 -10	-0.6%	-$494	0.01%	281
2018 Q4	$78K	Hold	1,585	–	–	0.01%	279
2018 Q3	$78K	Hold	1,585	–	–	0.01%	285
2018 Q2	$78K	Hold	1,585	–	–	0.01%	291
2018 Q1	$78K	Buy	+1,585	New	+$78.3K	0.01%	285

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 ISTB Position: Q2 2020 in Review

Farmers & Merchants Investments Inc sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2020, closing a stake of 5,640 shares — an estimated $285K sold.

Farmers & Merchants Investments Inc first reported a position in ISTB in Q1 2018 and held it in 9 quarters. The position peaked at $285K in Q1 2020. 261 funds tracked by Wall St. Rank hold ISTB as of Q2 2020.

Farmers & Merchants Investments Inc reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 5,640 iShares Core 1-5 Year USD Bond ETF shares in Q2 2020, an estimated $285K.
Farmers & Merchants Investments Inc first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2018 and held it in 9 quarters.
Farmers & Merchants Investments Inc's iShares Core 1-5 Year USD Bond ETF position peaked at $285K in Q1 2020.
261 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2020.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2020, filed 21 Jul 2020.