Trust Company of Vermont’s iShares National Muni Bond ETF MUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$143K	Buy	1,332 +220	+20%	+$23.6K	0.01%	399
2025 Q3	$118K	Hold	1,112	–	–	0.01%	420
2025 Q2	$116K	Hold	1,112	–	–	0.01%	411
2025 Q1	$117K	Hold	1,112	–	–	0.01%	396
2024 Q4	$118K	Hold	1,112	–	–	0.01%	398
2024 Q3	$121K	Hold	1,112	–	–	0.01%	383
2024 Q2	$118K	Sell	1,112 -461	-29%	-$49.1K	0.01%	373
2024 Q1	$169K	Buy	+1,573	New	+$170K	0.01%	335
2022 Q4	–	Sell	-353	Closed	-$36K	–	943
2022 Q3	$36K	Sell	353 -4	-1%	-$425	﹤0.01%	532
2022 Q2	$38K	Buy	+357	New	+$38.1K	﹤0.01%	507
2022 Q1	–	Sell	-892	Closed	-$104K	–	597
2021 Q4	$104K	Buy	+892	New	+$104K	0.01%	394
2021 Q3	–	Sell	-892	Closed	-$105K	–	574
2021 Q2	$105K	Hold	892	–	–	0.01%	397
2021 Q1	$104K	Sell	892 -100	-10%	-$11.7K	0.01%	380
2020 Q4	$116K	Sell	992 -1,961	-66%	-$228K	0.01%	349
2020 Q3	$342K	Sell	2,953 -386	-12%	-$44.9K	0.03%	227
2020 Q2	$385K	Sell	3,339 -3,375	-50%	-$383K	0.04%	215
2020 Q1	$759K	Buy	6,714 +1,961	+41%	+$224K	0.07%	175
2019 Q4	$541K	Buy	4,753 +4,227	+804%	+$481K	0.04%	215
2019 Q3	$60K	Buy	+526	New	+$60K	﹤0.01%	464
2018 Q3	–	Sell	-1,000	Closed	-$109K	–	1088
2018 Q2	$109K	Sell	1,000 -200	-17%	-$21.7K	0.01%	401
2018 Q1	$131K	Sell	1,200 -1,090	-48%	-$119K	0.01%	363
2017 Q4	$254K	Hold	2,290	–	–	0.02%	294
2017 Q3	$254K	Hold	2,290	–	–	0.03%	293
2017 Q2	$252K	Hold	2,290	–	–	0.03%	291
2017 Q1	$249K	Hold	2,290	–	–	0.03%	288
2016 Q4	$248K	Buy	+2,290	New	+$251K	0.03%	290

Other funds holding MUB

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Trust Company of Vermont increased its iShares National Muni Bond ETF (MUB) stake by 20% in Q4 2025, buying an estimated $23.6K and bringing the position to 1,332 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #399.

Trust Company of Vermont first reported a position in MUB in Q4 2016 and has held it in 26 quarters since. The position peaked at $759K in Q1 2020. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Trust Company of Vermont held 1,332 shares of iShares National Muni Bond ETF worth $143K as of Q4 2025.
Trust Company of Vermont bought 220 iShares National Muni Bond ETF shares in Q4 2025, an estimated $23.6K.
iShares National Muni Bond ETF made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #399 holding.
Trust Company of Vermont first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 26 quarters since.
Trust Company of Vermont's iShares National Muni Bond ETF position peaked at $759K in Q1 2020.
1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

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