Trust Company of Vermont’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$76.3K	Buy	+650	New	+$76.5K	﹤0.01%	526
2025 Q4	$77.6K	Hold	650	–	–	﹤0.01%	495
2025 Q3	$77.7K	Hold	650	–	–	﹤0.01%	496
2025 Q2	$77.4K	Hold	650	–	–	﹤0.01%	482
2025 Q1	$76.8K	Hold	650	–	–	﹤0.01%	457
2024 Q4	$75.1K	Hold	650	–	–	﹤0.01%	467
2024 Q3	$77.7K	Hold	650	–	–	﹤0.01%	452
2024 Q2	$75.1K	Hold	650	–	–	﹤0.01%	440
2024 Q1	$75.3K	Sell	650 -57	-8%	-$6.62K	﹤0.01%	432
2023 Q4	$82.8K	Buy	707 +650	+1,140%	+$74.2K	0.01%	374
2023 Q3	$6.45K	Buy	+57	New	+$6.52K	﹤0.01%	692
2022 Q4	–	Sell	-23	Closed	-$3K	–	927
2022 Q3	$3K	Sell	23 -16	-41%	-$1.89K	﹤0.01%	887
2022 Q2	$5K	Buy	+39	New	+$4.66K	﹤0.01%	781
2022 Q1	–	Sell	-587	Closed	-$76K	–	518
2021 Q4	$76K	Buy	+587	New	+$75.8K	﹤0.01%	439
2021 Q3	–	Sell	-587	Closed	-$77K	–	502
2021 Q2	$77K	Hold	587	–	–	0.01%	436
2021 Q1	$76K	Hold	587	–	–	0.01%	424
2020 Q4	$78K	Buy	+587	New	+$78K	0.01%	410
2020 Q3	–	Sell	-150	Closed	-$20K	–	766
2020 Q2	$20K	Sell	150 -125	-45%	-$16.7K	﹤0.01%	537
2020 Q1	$37K	Buy	+275	New	+$35.4K	﹤0.01%	479

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Trust Company of Vermont's IEI Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2026: 650 shares worth $76.3K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IEI as recently as Q4 2025.

Trust Company of Vermont first reported a position in IEI in Q1 2020 and has held it in 19 quarters since. The position peaked at $82.8K in Q4 2023. 823 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Trust Company of Vermont held 650 shares of iShares 3-7 Year Treasury Bond ETF worth $76.3K as of Q2 2026.
iShares 3-7 Year Treasury Bond ETF was a new Trust Company of Vermont position in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #526 holding.
Trust Company of Vermont first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2020 and has held it in 19 quarters since.
Trust Company of Vermont's iShares 3-7 Year Treasury Bond ETF position peaked at $82.8K in Q4 2023.
823 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.