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
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 $1.56T AUM 27.86% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Trust Company of Vermont held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q4 2025 at 650 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Trust Company of Vermont first reported a position in IEI in Q1 2020 and has held it in 18 quarters since. The position peaked at $82.8K in Q4 2023. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

Trust Company of Vermont held 650 shares of iShares 3-7 Year Treasury Bond ETF worth $77.6K as of Q4 2025.
Trust Company of Vermont left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q4 2025.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #495 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 18 quarters since.
Trust Company of Vermont's iShares 3-7 Year Treasury Bond ETF position peaked at $82.8K in Q4 2023.
846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

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