Trust Company of Vermont’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$81	Sell	1 -1,117	-100%	-$90K	﹤0.01%	1124
2025 Q3	$90.8K	Buy	1,118 +1,117	+111,700%	+$90K	﹤0.01%	467
2025 Q2	$81	Hold	1	–	–	﹤0.01%	1079
2025 Q1	$79	Buy	+1	New	+$79	﹤0.01%	1017
2023 Q4	–	Sell	-23	Closed	-$1.7K	–	847
2023 Q3	$1.7K	Sell	23 -132	-85%	-$9.86K	﹤0.01%	760
2023 Q2	$11.6K	Buy	+155	New	+$11.6K	﹤0.01%	658
2023 Q1	–	Sell	-65	Closed	-$4.79K	–	889
2022 Q4	$4.79K	Sell	65 -1,105	-94%	-$81.5K	﹤0.01%	776
2022 Q3	$84K	Buy	+1,170	New	+$88.4K	0.01%	407
2018 Q2	–	Sell	-425	Closed	-$36K	–	1072
2018 Q1	$36K	Hold	425	–	–	﹤0.01%	559
2017 Q4	$37K	Hold	425	–	–	﹤0.01%	559
2017 Q3	$38K	Sell	425 -73	-15%	-$6.44K	﹤0.01%	537
2017 Q2	$44K	Sell	498 -765	-61%	-$67.3K	﹤0.01%	525
2017 Q1	$111K	Buy	1,263 +357	+39%	+$31.2K	0.01%	379
2016 Q4	$78K	Buy	906 +481	+113%	+$41.4K	0.01%	419
2016 Q3	$37K	Hold	425	–	–	﹤0.01%	467
2016 Q2	$36K	Hold	425	–	–	﹤0.01%	431
2016 Q1	$35K	Hold	425	–	–	﹤0.01%	433
2015 Q4	$34K	Sell	425 -67	-14%	-$5.57K	﹤0.01%	443
2015 Q3	$41K	Hold	492	–	–	0.01%	426
2015 Q2	$44K	Buy	492 +67	+16%	+$6.06K	0.01%	422
2015 Q1	$39K	Hold	425	–	–	0.01%	434
2014 Q4	$38K	Hold	425	–	–	0.01%	435
2014 Q3	$39K	Hold	425	–	–	0.01%	433
2014 Q2	$40K	Hold	425	–	–	0.01%	410
2014 Q1	$40K	Hold	425	–	–	0.01%	402
2013 Q4	$39K	Sell	425 -150	-26%	-$13.9K	0.01%	389
2013 Q3	$53K	Buy	575 +150	+35%	+$13.8K	0.01%	327
2013 Q2	$39K	Buy	+425	New	+$39.9K	0.01%	367

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Trust Company of Vermont reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 100% in Q4 2025, selling an estimated $90K and leaving 1 share worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Trust Company of Vermont first reported a position in HYG in Q2 2013 and has held it in 28 quarters since. The position peaked at $111K in Q1 2017. 1,003 funds tracked by Wall St. Rank hold HYG as of Q4 2025.

Trust Company of Vermont held 1 share of iShares iBoxx $ High Yield Corporate Bond ETF worth $81 as of Q4 2025.
Trust Company of Vermont sold 1,117 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2025, an estimated $90K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #1124 holding.
Trust Company of Vermont first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 28 quarters since.
Trust Company of Vermont's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $111K in Q1 2017.
1,003 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2025.

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