Trust Company of Vermont’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+2,573	New	+$212K	0.01%	365
2025 Q4	$234K	Hold	2,827	–	–	0.01%	340
2025 Q3	$235K	Buy	2,827 +254	+10%	+$21K	0.01%	340
2025 Q2	$213K	Buy	2,573 +1,793	+230%	+$148K	0.01%	347
2025 Q1	$64.5K	Buy	780 +709	+999%	+$58.3K	﹤0.01%	483
2024 Q4	$5.82K	Hold	71	–	–	﹤0.01%	836
2024 Q3	$5.9K	Hold	71	–	–	﹤0.01%	812
2024 Q2	$5.8K	Buy	+71	New	+$5.78K	﹤0.01%	740
2023 Q2	–	Sell	-600	Closed	-$49.3K	–	897
2023 Q1	$49.3K	Hold	600	–	–	﹤0.01%	496
2022 Q4	$48.7K	Hold	600	–	–	﹤0.01%	484
2022 Q3	$49K	Sell	600 -600	-50%	-$49.4K	﹤0.01%	493
2022 Q2	$99K	Buy	+1,200	New	+$99.6K	0.01%	390
2022 Q1	–	Sell	-5,800	Closed	-$496K	–	666
2021 Q4	$496K	Buy	+5,800	New	+$498K	0.03%	227
2020 Q3	–	Sell	-351	Closed	-$30K	–	783
2020 Q2	$30K	Hold	351	–	–	﹤0.01%	495
2020 Q1	$30K	Buy	351 +249	+244%	+$21.3K	﹤0.01%	508
2019 Q4	$9K	Buy	+102	New	+$8.64K	﹤0.01%	724

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,573 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SHY as recently as Q4 2025.

Trust Company of Vermont first reported a position in SHY in Q4 2019 and has held it in 16 quarters since. The position peaked at $496K in Q4 2021. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Trust Company of Vermont held 2,573 shares of iShares 1-3 Year Treasury Bond ETF worth $211K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Trust Company of Vermont position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #365 holding.
Trust Company of Vermont first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 16 quarters since.
Trust Company of Vermont's iShares 1-3 Year Treasury Bond ETF position peaked at $496K in Q4 2021.
818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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