Farmers & Merchants Investments Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-533	Closed	-$25.1K	–	1799
2024 Q3	$25.1K	Buy	533 +59	+12%	+$2.74K	﹤0.01%	543
2024 Q2	$21.4K	Sell	474 -280	-37%	-$12.6K	﹤0.01%	556
2024 Q1	$34.4K	Buy	754 +280	+59%	+$12.7K	﹤0.01%	451
2023 Q4	$21.8K	Hold	474	–	–	﹤0.01%	495
2023 Q3	$20.7K	Buy	+474	New	+$21.2K	﹤0.01%	499
2023 Q1	–	Sell	-346	Closed	-$15.5K	–	1769
2022 Q4	$15.5K	Buy	+346	New	+$15.5K	﹤0.01%	577
2022 Q2	–	Sell	-409	Closed	-$20K	–	967
2022 Q1	$20K	Buy	409 +68	+20%	+$3.47K	﹤0.01%	581
2021 Q4	$18K	Buy	+341	New	+$18.1K	﹤0.01%	609

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Farmers & Merchants Investments Inc's IUSB Position: Q4 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2024, closing a stake of 533 shares — an estimated $25.1K sold.

Farmers & Merchants Investments Inc first reported a position in IUSB in Q4 2021 and held it in 8 quarters. The position peaked at $34.4K in Q1 2024. 720 funds tracked by Wall St. Rank hold IUSB as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 533 iShares Core Universal USD Bond ETF shares in Q4 2024, an estimated $25.1K.
Farmers & Merchants Investments Inc first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and held it in 8 quarters.
Farmers & Merchants Investments Inc's iShares Core Universal USD Bond ETF position peaked at $34.4K in Q1 2024.
720 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2024, filed 28 Jan 2025.