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Farmers & Merchants Investments Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-118
Closed -$11.6K – 1769
2023
Q4 		$11.6K Sell
118
-153
-56% -$14.9K ﹤0.01% 607
2023
Q3 		$26.3K Buy
+271
New +$26.3K ﹤0.01% 464

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MWM
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RWM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
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AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Farmers & Merchants Investments Inc's STIP Position: Q1 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 118 shares — an estimated $11.6K sold.

Farmers & Merchants Investments Inc first reported a position in STIP in Q3 2023 and held it in 2 quarters. The position peaked at $26.3K in Q3 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

  • Farmers & Merchants Investments Inc reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 118 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $11.6K.
  • Farmers & Merchants Investments Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $26.3K in Q3 2023.
  • 574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2024, filed 18 Apr 2024.