Trust Company of Vermont’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$40.7K	Sell	427 -437	-51%	-$41.7K	﹤0.01%	606
2025 Q3	$82.2K	Buy	+864	New	+$81.2K	﹤0.01%	487
2023 Q3	–	Sell	-60	Closed	-$5.6K	–	842
2023 Q2	$5.6K	Buy	+60	New	+$5.64K	﹤0.01%	726
2023 Q1	–	Sell	-491	Closed	-$45.5K	–	895
2022 Q4	$45.5K	Sell	491 -464	-49%	-$42.8K	﹤0.01%	496
2022 Q3	$87K	Hold	955	–	–	0.01%	404
2022 Q2	$93K	Buy	+955	New	+$93.7K	0.01%	402
2021 Q1	–	Sell	-164	Closed	-$18K	–	780
2020 Q4	$18K	Buy	+164	New	+$18.1K	﹤0.01%	557
2018 Q1	–	Sell	-75	Closed	-$8K	–	978
2017 Q4	$8K	Buy	+75	New	+$8K	﹤0.01%	795
2017 Q2	–	Sell	-73	Closed	-$8K	–	995
2017 Q1	$8K	Buy	+73	New	+$7.76K	﹤0.01%	743
2015 Q4	–	Sell	-272	Closed	-$30K	–	805
2015 Q3	$30K	Hold	272	–	–	﹤0.01%	465
2015 Q2	$30K	Buy	+272	New	+$29.8K	﹤0.01%	479

Other funds holding MBB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

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

Trust Company of Vermont reduced its iShares MBS ETF (MBB) stake by 51% in Q4 2025, selling an estimated $41.7K and leaving 427 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Trust Company of Vermont first reported a position in MBB in Q2 2015 and has held it in 11 quarters since. The position peaked at $93K in Q2 2022. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

Trust Company of Vermont held 427 shares of iShares MBS ETF worth $40.7K as of Q4 2025.
Trust Company of Vermont sold 437 iShares MBS ETF shares in Q4 2025, an estimated $41.7K.
iShares MBS ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #606 holding.
Trust Company of Vermont first reported a position in iShares MBS ETF in Q2 2015 and has held it in 11 quarters since.
Trust Company of Vermont's iShares MBS ETF position peaked at $93K in Q2 2022.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

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