Trust Company of Vermont’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Trust Company of Vermont’s Portfolio BAI Stock Details BAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.6K	Buy	+108	New	+$3.74K	﹤0.01%	984

Other funds holding BAI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Trust Company of Vermont's BAI Position: Q4 2025 in Review

Trust Company of Vermont opened a new position in iShares A.I. Innovation and Tech Active ETF (BAI) in Q4 2025: 108 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

508 funds tracked by Wall St. Rank hold BAI as of Q4 2025.

Trust Company of Vermont held 108 shares of iShares A.I. Innovation and Tech Active ETF worth $3.6K as of Q4 2025.
iShares A.I. Innovation and Tech Active ETF was a new Trust Company of Vermont position in Q4 2025.
iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #984 holding.
508 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.