Farmers & Merchants Investments Inc’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-176	Closed	-$13.2K	–	1752
2024 Q4	$13.2K	Hold	176	–	–	﹤0.01%	650
2024 Q3	$13.8K	Hold	176	–	–	﹤0.01%	645
2024 Q2	$13.2K	Hold	176	–	–	﹤0.01%	637
2024 Q1	$13.3K	Hold	176	–	–	﹤0.01%	592
2023 Q4	$13.4K	Sell	176 -156	-47%	-$11.4K	﹤0.01%	578
2023 Q3	$24K	Buy	332 +156	+89%	+$11.5K	﹤0.01%	478
2023 Q2	$13.2K	Sell	176 -352	-67%	-$26.8K	﹤0.01%	583
2023 Q1	$40.5K	Sell	528 -230	-30%	-$17.4K	﹤0.01%	424
2022 Q4	$56.3K	Buy	758 +582	+331%	+$43.1K	﹤0.01%	393
2022 Q3	$13K	Hold	176	–	–	﹤0.01%	586
2022 Q2	$14K	Sell	176 -530	-75%	-$41.6K	﹤0.01%	613
2022 Q1	$58K	Sell	706 -925	-57%	-$78.1K	﹤0.01%	400
2021 Q4	$143K	Hold	1,631	–	–	0.01%	314
2021 Q3	$146K	Buy	1,631 +925	+131%	+$83.8K	0.01%	300
2021 Q2	$64K	Hold	706	–	–	﹤0.01%	333
2021 Q1	$63K	Hold	706	–	–	﹤0.01%	316
2020 Q4	$66K	Hold	706	–	–	﹤0.01%	311
2020 Q3	$66K	Hold	706	–	–	﹤0.01%	294
2020 Q2	$66K	Hold	706	–	–	﹤0.01%	291
2020 Q1	$63K	Buy	706 +530	+301%	+$47K	﹤0.01%	278
2019 Q4	$15K	Hold	176	–	–	﹤0.01%	474
2019 Q3	$15K	Hold	176	–	–	﹤0.01%	466
2019 Q2	$15K	Hold	176	–	–	﹤0.01%	456
2019 Q1	$15K	Sell	176 -1,698	-91%	-$140K	﹤0.01%	448
2018 Q4	$152K	Buy	1,874 +1,325	+241%	+$106K	0.01%	227
2018 Q3	$44K	Hold	549	–	–	﹤0.01%	333
2018 Q2	$44K	Hold	549	–	–	﹤0.01%	338
2018 Q1	$45K	Hold	549	–	–	﹤0.01%	333
2017 Q4	$46K	Hold	549	–	–	﹤0.01%	334
2017 Q3	$46K	Hold	549	–	–	﹤0.01%	327
2017 Q2	$46K	Hold	549	–	–	﹤0.01%	340
2017 Q1	$46K	Hold	549	–	–	﹤0.01%	315
2016 Q4	$46K	Sell	549 -436	-44%	-$37K	﹤0.01%	346
2016 Q3	$86K	Buy	985 +436	+79%	+$38.3K	0.01%	258
2016 Q2	$48K	Hold	549	–	–	0.01%	273
2016 Q1	$47K	Hold	549	–	–	0.01%	275
2015 Q4	$46K	Hold	549	–	–	0.01%	285
2015 Q3	$47K	Hold	549	–	–	0.01%	276
2015 Q2	$46K	Hold	549	–	–	0.01%	287
2015 Q1	$47K	Hold	549	–	–	0.01%	290
2014 Q4	$46K	Sell	549 -259	-32%	-$22K	0.01%	289
2014 Q3	$68K	Buy	808 +294	+57%	+$24.9K	0.01%	258
2014 Q2	$44K	Buy	+514	New	+$43.2K	0.01%	297

Other funds holding BIV

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2025, closing a stake of 176 shares — an estimated $13.2K sold.

Farmers & Merchants Investments Inc first reported a position in BIV in Q2 2014 and held it in 43 quarters. The position peaked at $152K in Q4 2018. 922 funds tracked by Wall St. Rank hold BIV as of Q1 2025.

Farmers & Merchants Investments Inc reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 176 Vanguard Intermediate-Term Bond ETF shares in Q1 2025, an estimated $13.2K.
Farmers & Merchants Investments Inc first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2014 and held it in 43 quarters.
Farmers & Merchants Investments Inc's Vanguard Intermediate-Term Bond ETF position peaked at $152K in Q4 2018.
922 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2025.

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