Trust Company of Vermont’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-363	Closed	-$18K	–	810
2020 Q1	$18K	Hold	363	–	–	﹤0.01%	576
2019 Q4	$18K	Hold	363	–	–	﹤0.01%	625
2019 Q3	$18K	Hold	363	–	–	﹤0.01%	639
2019 Q2	$18K	Hold	363	–	–	﹤0.01%	648
2019 Q1	$18K	Hold	363	–	–	﹤0.01%	621
2018 Q4	$18K	Buy	+363	New	+$17.7K	﹤0.01%	636

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Trust Company of Vermont's ISTB Position: Q2 2020 in Review

Trust Company of Vermont sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2020, closing a stake of 363 shares — an estimated $18K sold.

Trust Company of Vermont first reported a position in ISTB in Q4 2018 and held it in 6 quarters. The position peaked at $18K in Q1 2020. 261 funds tracked by Wall St. Rank hold ISTB as of Q2 2020.

Trust Company of Vermont reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2020 after selling out during the quarter.
Trust Company of Vermont sold 363 iShares Core 1-5 Year USD Bond ETF shares in Q2 2020, an estimated $18K.
Trust Company of Vermont first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 6 quarters.
Trust Company of Vermont's iShares Core 1-5 Year USD Bond ETF position peaked at $18K in Q1 2020.
261 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2020.

Based on Trust Company of Vermont's 13F filing for Q2 2020, filed 17 Jul 2020.