Farmers & Merchants Trust Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Farmers & Merchants Trust Company’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,959	Closed	-$227K	–	196
2024 Q2	$227K	Sell	2,959 -374	-11%	-$28.5K	0.06%	172
2024 Q1	$256K	Hold	3,333	–	–	0.06%	169
2023 Q4	$257K	Sell	3,333 -226	-6%	-$17.1K	0.07%	151
2023 Q3	$268K	Sell	3,559 -274	-7%	-$20.7K	0.08%	139
2023 Q2	$290K	Buy	3,833 +1,191	+45%	+$90.8K	0.08%	139
2023 Q1	$202K	Buy	+2,642	New	+$200K	0.06%	171
2022 Q4	–	Sell	-2,868	Closed	-$215K	–	174
2022 Q3	$215K	Hold	2,868	–	–	0.07%	139
2022 Q2	$220K	Hold	2,868	–	–	0.07%	137
2022 Q1	$223K	Hold	2,868	–	–	0.06%	159
2021 Q4	$232K	Sell	2,868 -270	-9%	-$22K	0.06%	166
2021 Q3	$257K	Buy	+3,138	New	+$258K	0.07%	147

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Farmers & Merchants Trust Company's BSV Position: Q3 2024 in Review

Farmers & Merchants Trust Company sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 2,959 shares — an estimated $227K sold.

Farmers & Merchants Trust Company first reported a position in BSV in Q3 2021 and held it in 11 quarters. The position peaked at $290K in Q2 2023. 1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Farmers & Merchants Trust Company reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Farmers & Merchants Trust Company sold 2,959 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $227K.
Farmers & Merchants Trust Company first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 11 quarters.
Farmers & Merchants Trust Company's Vanguard Short-Term Bond ETF position peaked at $290K in Q2 2023.
1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Farmers & Merchants Trust Company's 13F filing for Q3 2024, filed 10 Oct 2024.