Farmers & Merchants Investments Inc’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14	Closed	-$656	–	1815
2024 Q3	$656	Buy	+14	New	+$649	﹤0.01%	1612
2023 Q3	–	Sell	-66	Closed	-$3.05K	–	1811
2023 Q2	$3.05K	Sell	66 -361	-85%	-$16.7K	﹤0.01%	890
2023 Q1	$20K	Buy	427 +361	+547%	+$16.7K	﹤0.01%	512
2022 Q4	$3.01K	Hold	66	–	–	﹤0.01%	900
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	900
2022 Q2	$3K	Hold	66	–	–	﹤0.01%	906
2022 Q1	$3K	Hold	66	–	–	﹤0.01%	923
2021 Q4	$3K	Hold	66	–	–	﹤0.01%	941
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	902
2021 Q2	$3K	Hold	66	–	–	﹤0.01%	854
2021 Q1	$3K	Hold	66	–	–	﹤0.01%	822
2020 Q4	$3K	Hold	66	–	–	﹤0.01%	814
2020 Q3	$3K	Hold	66	–	–	﹤0.01%	790
2020 Q2	$3K	Hold	66	–	–	﹤0.01%	791
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	759
2019 Q4	$3K	Hold	66	–	–	﹤0.01%	814
2019 Q3	$3K	Hold	66	–	–	﹤0.01%	804
2019 Q2	$3K	Buy	+66	New	+$3.28K	﹤0.01%	812

Other funds holding TFI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2024, closing a stake of 14 shares — an estimated $656 sold.

Farmers & Merchants Investments Inc first reported a position in TFI in Q2 2019 and held it in 18 quarters. The position peaked at $20K in Q1 2023. 323 funds tracked by Wall St. Rank hold TFI as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 14 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2024, an estimated $656.
Farmers & Merchants Investments Inc first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2019 and held it in 18 quarters.
Farmers & Merchants Investments Inc's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $20K in Q1 2023.
323 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2024.

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