Farmers & Merchants Investments Inc’s Vanguard Long-Term Bond ETF BLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-77	Closed	-$5.79K	–	1776
2024 Q3	$5.79K	Sell	77 -712	-90%	-$52.3K	﹤0.01%	786
2024 Q2	$55.5K	Buy	789 +635	+412%	+$44.5K	﹤0.01%	418
2024 Q1	$11.1K	Hold	154	–	–	﹤0.01%	629
2023 Q4	$11.5K	Hold	154	–	–	﹤0.01%	609
2023 Q3	$10.3K	Buy	+154	New	+$11K	﹤0.01%	620

Other funds holding BLV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Farmers & Merchants Investments Inc sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2024, closing a stake of 77 shares — an estimated $5.79K sold.

Farmers & Merchants Investments Inc first reported a position in BLV in Q3 2023 and held it in 5 quarters. The position peaked at $55.5K in Q2 2024. 376 funds tracked by Wall St. Rank hold BLV as of Q4 2024.

Farmers & Merchants Investments Inc reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 77 Vanguard Long-Term Bond ETF shares in Q4 2024, an estimated $5.79K.
Farmers & Merchants Investments Inc first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 5 quarters.
Farmers & Merchants Investments Inc's Vanguard Long-Term Bond ETF position peaked at $55.5K in Q2 2024.
376 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2024.

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