Trust Company of Vermont’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16	Closed	-$1.54K	–	1155
2025 Q3	$1.54K	Buy	+16	New	+$1.53K	﹤0.01%	1033
2024 Q2	–	Sell	-36	Closed	-$3.41K	–	921
2024 Q1	$3.41K	Buy	+36	New	+$3.41K	﹤0.01%	766
2022 Q4	–	Sell	-200	Closed	-$19K	–	926
2022 Q3	$19K	Sell	200 -6	-3%	-$609	﹤0.01%	604
2022 Q2	$21K	Buy	+206	New	+$21.1K	﹤0.01%	569
2022 Q1	–	Sell	-200	Closed	-$23K	–	516
2021 Q4	$23K	Buy	+200	New	+$23K	﹤0.01%	568
2019 Q3	–	Sell	-162	Closed	-$18K	–	1006
2019 Q2	$18K	Hold	162	–	–	﹤0.01%	646
2019 Q1	$17K	Hold	162	–	–	﹤0.01%	630
2018 Q4	$17K	Sell	162 -61	-27%	-$6.18K	﹤0.01%	648
2018 Q3	$23K	Hold	223	–	–	﹤0.01%	653
2018 Q2	$23K	Hold	223	–	–	﹤0.01%	673
2018 Q1	$23K	Hold	223	–	–	﹤0.01%	629
2017 Q4	$24K	Sell	223 -16	-7%	-$1.7K	﹤0.01%	636
2017 Q3	$24K	Hold	239	–	–	﹤0.01%	614
2017 Q2	$24K	Sell	239 -61	-20%	-$6.51K	﹤0.01%	620
2017 Q1	$30K	Buy	300 +61	+26%	+$6.41K	﹤0.01%	551
2016 Q4	$23K	Hold	239	–	–	﹤0.01%	590
2016 Q3	$25K	Hold	239	–	–	﹤0.01%	532
2016 Q2	$25K	Buy	239 +16	+7%	+$1.77K	﹤0.01%	484
2016 Q1	$25K	Hold	223	–	–	﹤0.01%	485
2015 Q4	$24K	Buy	+223	New	+$23.8K	﹤0.01%	505

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Trust Company of Vermont sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2025, closing a stake of 16 shares — an estimated $1.54K sold.

Trust Company of Vermont first reported a position in IEF in Q4 2015 and held it in 20 quarters. The position peaked at $30K in Q1 2017. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

Trust Company of Vermont reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Trust Company of Vermont sold 16 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.54K.
Trust Company of Vermont first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 20 quarters.
Trust Company of Vermont's iShares 7-10 Year Treasury Bond ETF position peaked at $30K in Q1 2017.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

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