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SOUTHERN MICHIGAN BANK & TRUST Historic Quarter Change: USA ETF, Reduced

SOUTHERN MICHIGAN BANK & TRUST historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, SOUTHERN MICHIGAN BANK & TRUST opened 18 positions, added to 11, reduced 9 and sold out of 13.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 6,221.
  • Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 1,618.
  • Q2 2026: Stock VNQ; Country of operation —; Class REAL ESTATE ETF; Shares before 11,868.
  • Q2 2026: Stock VTEB; Country of operation —; Class TAX EXEMPT BD; Shares before 16,590.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1173227), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
iShares Core S&P 500 ETF
CORE S&P500 ETF6,221234-5,987$4,063,619$175,240-$3,888,3792026-07-21
Q2 2026VUG
Vanguard Growth ETF
GROWTH ETF1,6181,192-426$706,726$102,679-$604,0472026-07-21
Q2 2026VNQ
Vanguard Real Estate Index Fund ETF
REAL ESTATE ETF11,8685,676-6,192$1,052,692$547,337-$505,3552026-07-21
Q2 2026VTEB
Vanguard Tax Exempt Bond ETF
TAX EXEMPT BD16,59010,127-6,463$827,675$512,224-$315,4512026-07-21
Q2 2026DON
WisdomTree US Mid Cap Dividend Fd ETF
US MIDCAP DIVID7,1286,747-381$374,505$381,340+$6,8352026-07-21
Q2 2026SPY
State Street SPDR S&P 500 ETF Trust
TR UNIT8883-5$57,230$61,982+$4,7522026-07-21
Q2 2026RSP
Invesco Capital Management LLC S&p 500 Equal Weight ETF
S&P500 EQL WGT167129-38$32,051$27,447-$4,6042026-07-21
Q2 2026VCIT
Vanguard Intermediate Term Corporate Bond ETF
INT-TERM CORP330300-30$27,308$24,795-$2,5132026-07-21
Q2 2026EFA
iShares MSCI EAFE ETF
MSCI EAFE ETF1,9021,784-118$184,741$185,322+$5812026-07-21

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