Farmers National Bank’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Farmers National Bank’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,271	Closed	-$251K	–	146
2023 Q1	$251K	Sell	2,271 -262	-10%	-$28.9K	0.09%	137
2022 Q4	$278K	Sell	2,533 -51	-2%	-$5.61K	0.1%	135
2022 Q3	$284K	Hold	2,584	–	–	0.11%	119
2022 Q2	$284K	Sell	2,584 -162	-6%	-$17.8K	0.11%	122
2022 Q1	$303K	Sell	2,746 -58	-2%	-$6.4K	0.1%	122
2021 Q4	$310K	Buy	+2,804	New	+$310K	0.1%	124
2021 Q2	–	Sell	-3,580	Closed	-$396K	–	105
2021 Q1	$396K	Buy	+3,580	New	+$396K	0.15%	108

Other funds holding SHV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Farmers National Bank's SHV Position: Q2 2023 in Review

Farmers National Bank sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2023, closing a stake of 2,271 shares — an estimated $251K sold.

Farmers National Bank first reported a position in SHV in Q1 2021 and held it in 7 quarters. The position peaked at $396K in Q1 2021. 635 funds tracked by Wall St. Rank hold SHV as of Q2 2023.

Farmers National Bank reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Farmers National Bank sold 2,271 iShares 0-1 Year Treasury Bond ETF shares in Q2 2023, an estimated $251K.
Farmers National Bank first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2021 and held it in 7 quarters.
Farmers National Bank's iShares 0-1 Year Treasury Bond ETF position peaked at $396K in Q1 2021.
635 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2023.

Based on Farmers National Bank's 13F filing for Q2 2023, filed 28 Aug 2024.