Farmers & Merchants Investments Inc’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-39	Closed	-$3.41K	–	1785
2024 Q4	$3.41K	Hold	39	–	–	﹤0.01%	910
2024 Q3	$3.83K	Sell	39 -132	-77%	-$12.7K	﹤0.01%	885
2024 Q2	$15.7K	Buy	171 +60	+54%	+$5.47K	﹤0.01%	605
2024 Q1	$10.5K	Buy	111 +27	+32%	+$2.55K	﹤0.01%	638
2023 Q4	$8.31K	Sell	84 -52	-38%	-$4.7K	﹤0.01%	671
2023 Q3	$12.1K	Sell	136 -3	-2%	-$288	﹤0.01%	588
2023 Q2	$14.3K	Buy	139 +83	+148%	+$8.61K	﹤0.01%	568
2023 Q1	$5.96K	Buy	56 +17	+44%	+$1.78K	﹤0.01%	708
2022 Q4	$3.88K	Sell	39 -387	-91%	-$39K	﹤0.01%	814
2022 Q3	$44K	Buy	426 +387	+992%	+$43.6K	﹤0.01%	426
2022 Q2	$4K	Hold	39	–	–	﹤0.01%	891
2022 Q1	$5K	Hold	39	–	–	﹤0.01%	886
2021 Q4	$6K	Hold	39	–	–	﹤0.01%	878
2021 Q3	$6K	Hold	39	–	–	﹤0.01%	836
2021 Q2	$6K	Sell	39 -13	-25%	-$1.81K	﹤0.01%	765
2021 Q1	$7K	Sell	52 -137	-72%	-$19.9K	﹤0.01%	717
2020 Q4	$30K	Buy	189 +67	+55%	+$10.6K	﹤0.01%	395
2020 Q3	$20K	Hold	122	–	–	﹤0.01%	432
2020 Q2	$20K	Buy	122 +83	+213%	+$13.7K	﹤0.01%	425
2020 Q1	$6K	Hold	39	–	–	﹤0.01%	630
2019 Q4	$5K	Hold	39	–	–	﹤0.01%	766
2019 Q3	$6K	Hold	39	–	–	﹤0.01%	703
2019 Q2	$5K	Hold	39	–	–	﹤0.01%	746
2019 Q1	$5K	Hold	39	–	–	﹤0.01%	737
2018 Q4	$5K	Hold	39	–	–	﹤0.01%	663
2018 Q3	$5K	Hold	39	–	–	﹤0.01%	730
2018 Q2	$5K	Hold	39	–	–	﹤0.01%	724
2018 Q1	$5K	Sell	39 -7	-15%	-$846	﹤0.01%	705
2017 Q4	$6K	Sell	46 -8	-15%	-$1K	﹤0.01%	684
2017 Q3	$7K	Sell	54 -85	-61%	-$10.7K	﹤0.01%	626
2017 Q2	$17K	Buy	139 +100	+256%	+$12.4K	﹤0.01%	458
2017 Q1	$5K	Hold	39	–	–	﹤0.01%	613
2016 Q4	$5K	Hold	39	–	–	﹤0.01%	651
2016 Q3	$5K	Sell	39 -71	-65%	-$9.85K	﹤0.01%	609
2016 Q2	$15K	Sell	110 -129	-54%	-$17K	﹤0.01%	399
2016 Q1	$31K	Buy	239 +200	+513%	+$25.6K	﹤0.01%	310
2015 Q4	$5K	Hold	39	–	–	﹤0.01%	577
2015 Q3	$5K	Hold	39	–	–	﹤0.01%	595
2015 Q2	$5K	Hold	39	–	–	﹤0.01%	620
2015 Q1	$5K	Hold	39	–	–	﹤0.01%	634
2014 Q4	$5K	Sell	39 -13	-25%	-$1.58K	﹤0.01%	599
2014 Q3	$6K	Buy	+52	New	+$5.98K	﹤0.01%	599

Other funds holding TLT

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Farmers & Merchants Investments Inc's TLT Position: Q1 2025 in Review

Farmers & Merchants Investments Inc sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2025, closing a stake of 39 shares — an estimated $3.41K sold.

Farmers & Merchants Investments Inc first reported a position in TLT in Q3 2014 and held it in 42 quarters. The position peaked at $44K in Q3 2022. 1,181 funds tracked by Wall St. Rank hold TLT as of Q1 2025.

Farmers & Merchants Investments Inc reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 39 iShares 20+ Year Treasury Bond ETF shares in Q1 2025, an estimated $3.41K.
Farmers & Merchants Investments Inc first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and held it in 42 quarters.
Farmers & Merchants Investments Inc's iShares 20+ Year Treasury Bond ETF position peaked at $44K in Q3 2022.
1,181 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.