Farmers & Merchants Investments Inc’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1M	Buy	149,687 +3,943	+3%	+$373K	0.34%	73
2026 Q1	$13.8M	Buy	145,744 +20,275	+16%	+$1.94M	0.38%	69
2025 Q4	$11.9M	Buy	125,469 +11,194	+10%	+$1.07M	0.33%	85
2025 Q3	$10.9M	Sell	114,275 -38,866	-25%	-$3.65M	0.31%	88
2025 Q2	$14.4M	Buy	153,141 +22,179	+17%	+$2.06M	0.42%	67
2025 Q1	$12.3M	Buy	130,962 +9,671	+8%	+$894K	0.39%	76
2024 Q4	$11.1M	Buy	121,291 +14,947	+14%	+$1.39M	0.35%	84
2024 Q3	$10.2M	Buy	106,344 +5,803	+6%	+$548K	0.32%	94
2024 Q2	$9.23M	Buy	100,541 +16,297	+19%	+$1.48M	0.31%	92
2024 Q1	$7.79M	Buy	84,244 +22,576	+37%	+$2.09M	0.26%	98
2023 Q4	$5.8M	Buy	61,668 +61,250	+14,653%	+$5.49M	0.21%	109
2023 Q3	$37.1K	Sell	418 -245	-37%	-$22.4K	﹤0.01%	420
2023 Q2	$61.8K	Sell	663 -87	-12%	-$8.18K	﹤0.01%	377
2023 Q1	$71K	Buy	750 +18	+2%	+$1.7K	﹤0.01%	366
2022 Q4	$67.9K	Sell	732 -766	-51%	-$70.7K	﹤0.01%	371
2022 Q3	$137K	Hold	1,498	–	–	0.01%	311
2022 Q2	$146K	Hold	1,498	–	–	0.01%	299
2022 Q1	$153K	Sell	1,498 -1,040	-41%	-$109K	0.01%	305
2021 Q4	$273K	Buy	2,538 +1,285	+103%	+$138K	0.01%	272
2021 Q3	$135K	Buy	1,253 +1,074	+600%	+$116K	0.01%	309
2021 Q2	$19K	Hold	179	–	–	﹤0.01%	497
2021 Q1	$19K	Hold	179	–	–	﹤0.01%	473
2020 Q4	$20K	Hold	179	–	–	﹤0.01%	461
2020 Q3	$20K	Hold	179	–	–	﹤0.01%	431
2020 Q2	$20K	Hold	179	–	–	﹤0.01%	422
2020 Q1	$20K	Hold	179	–	–	﹤0.01%	393
2019 Q4	$19K	Sell	179 -12	-6%	-$1.3K	﹤0.01%	448
2019 Q3	$21K	Hold	191	–	–	﹤0.01%	429
2019 Q2	$21K	Buy	191 +12	+7%	+$1.28K	﹤0.01%	424
2019 Q1	$19K	Hold	179	–	–	﹤0.01%	425
2018 Q4	$19K	Hold	179	–	–	﹤0.01%	407
2018 Q3	$18K	Hold	179	–	–	﹤0.01%	447
2018 Q2	$19K	Hold	179	–	–	﹤0.01%	447
2018 Q1	$19K	Hold	179	–	–	﹤0.01%	437
2017 Q4	$19K	Hold	179	–	–	﹤0.01%	432
2017 Q3	$19K	Hold	179	–	–	﹤0.01%	420
2017 Q2	$19K	Hold	179	–	–	﹤0.01%	443
2017 Q1	$19K	Sell	179 -44	-20%	-$4.68K	﹤0.01%	412
2016 Q4	$24K	Buy	223 +44	+25%	+$4.76K	﹤0.01%	410
2016 Q3	$20K	Hold	179	–	–	﹤0.01%	385
2016 Q2	$20K	Hold	179	–	–	﹤0.01%	364
2016 Q1	$20K	Hold	179	–	–	﹤0.01%	359
2015 Q4	$19K	Hold	179	–	–	﹤0.01%	382
2015 Q3	$20K	Hold	179	–	–	﹤0.01%	374
2015 Q2	$19K	Hold	179	–	–	﹤0.01%	396
2015 Q1	$20K	Hold	179	–	–	﹤0.01%	400
2014 Q4	$20K	Sell	179 -273	-60%	-$29.8K	﹤0.01%	392
2014 Q3	$49K	Buy	+452	New	+$48.8K	0.01%	289

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Farmers & Merchants Investments Inc increased its iShares MBS ETF (MBB) stake by 2.7% in Q2 2026, buying an estimated $373K and bringing the position to 149,687 shares worth $14.1M. The position accounts for 0.34% of the portfolio, ranked #73.

Farmers & Merchants Investments Inc first reported a position in MBB in Q3 2014 and has held it in 48 quarters since. The position peaked at $14.4M in Q2 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Farmers & Merchants Investments Inc held 149,687 shares of iShares MBS ETF worth $14.1M as of Q2 2026.
Farmers & Merchants Investments Inc bought 3,943 iShares MBS ETF shares in Q2 2026, an estimated $373K.
iShares MBS ETF made up 0.34% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #73 holding.
Farmers & Merchants Investments Inc first reported a position in iShares MBS ETF in Q3 2014 and has held it in 48 quarters since.
Farmers & Merchants Investments Inc's iShares MBS ETF position peaked at $14.4M in Q2 2025.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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