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Trust Company of Vermont’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Trust Company of Vermont’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,492
Closed -$133K – 1113
2025
Q1 		$133K Buy
+5,492
New +$132K 0.01% 376
2024
Q4 		– Sell
-412
Closed -$10K – 1085
2024
Q3 		$10K Buy
+412
New +$9.93K ﹤0.01% 751

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trust Company of Vermont's IBDS Position: Q2 2025 in Review

Trust Company of Vermont sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2025, closing a stake of 5,492 shares — an estimated $133K sold.

Trust Company of Vermont first reported a position in IBDS in Q3 2024 and held it in 2 quarters. The position peaked at $133K in Q1 2025. 371 funds tracked by Wall St. Rank hold IBDS as of Q2 2025.

  • Trust Company of Vermont reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 5,492 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2025, an estimated $133K.
  • Trust Company of Vermont first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2024 and held it in 2 quarters.
  • Trust Company of Vermont's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $133K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2025.

Based on Trust Company of Vermont's 13F filing for Q2 2025, filed 18 Jul 2025.