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Farmers & Merchants Investments Inc’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20
Closed -$2.16K – 1799
2022
Q4 		$2.16K Buy
+20
New +$2.17K ﹤0.01% 1038
2022
Q2 		– Sell
-62
Closed -$8K – 981
2022
Q1 		$8K Buy
+62
New +$8.69K ﹤0.01% 816

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's TLH Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 20 shares — an estimated $2.16K sold.

Farmers & Merchants Investments Inc first reported a position in TLH in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 20 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $2.16K.
  • Farmers & Merchants Investments Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares 10-20 Year Treasury Bond ETF position peaked at $8K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.