Farmers & Merchants Investments Inc’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-96	Closed	-$4K	–	1788
2023 Q1	$4K	Buy	96 +12	+14%	+$497	﹤0.01%	771
2022 Q4	$3.44K	Buy	+84	New	+$3.44K	﹤0.01%	860
2018 Q4	–	Sell	-613	Closed	-$29K	–	836
2018 Q3	$29K	Hold	613	–	–	﹤0.01%	379
2018 Q2	$29K	Buy	+613	New	+$28.7K	﹤0.01%	390

Other funds holding SHYG

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JSTA

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Farmers & Merchants Investments Inc's SHYG Position: Q2 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 96 shares — an estimated $4K sold.

Farmers & Merchants Investments Inc first reported a position in SHYG in Q2 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 490 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

Farmers & Merchants Investments Inc reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 96 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $4K.
Farmers & Merchants Investments Inc first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2018 and held it in 4 quarters.
Farmers & Merchants Investments Inc's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $29K in Q3 2018.
490 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2023, filed 1 Aug 2023.