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Farmers & Merchants Investments Inc’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$20K – 1034
2021
Q3 		$20K Buy
+400
New +$20.1K ﹤0.01% 554
2019
Q4 		– Sell
-86
Closed -$4K – 867
2019
Q3 		$4K Hold
86
– – ﹤0.01% 775
2019
Q2 		$4K Buy
+86
New +$4.32K ﹤0.01% 777

Other funds holding NEAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 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 NEAR Position: Q4 2021 in Review

Farmers & Merchants Investments Inc sold out of iShares Short Maturity Bond ETF (NEAR) in Q4 2021, closing a stake of 400 shares — an estimated $20K sold.

Farmers & Merchants Investments Inc first reported a position in NEAR in Q2 2019 and held it in 3 quarters. The position peaked at $20K in Q3 2021. 365 funds tracked by Wall St. Rank hold NEAR as of Q4 2021.

  • Farmers & Merchants Investments Inc reported no remaining iShares Short Maturity Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 400 iShares Short Maturity Bond ETF shares in Q4 2021, an estimated $20K.
  • Farmers & Merchants Investments Inc first reported a position in iShares Short Maturity Bond ETF in Q2 2019 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's iShares Short Maturity Bond ETF position peaked at $20K in Q3 2021.
  • 365 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q4 2021.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2021, filed 14 Jan 2022.