Trust Company of Vermont’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$31.3K	Hold	306	–	–	﹤0.01%	657
2025 Q3	$31.6K	Buy	+306	New	+$31.6K	﹤0.01%	646
2023 Q1	–	Sell	-71	Closed	-$6.88K	–	903
2022 Q4	$6.88K	Hold	71	–	–	﹤0.01%	739
2022 Q3	$7K	Hold	71	–	–	﹤0.01%	791
2022 Q2	$7K	Buy	+71	New	+$7.33K	﹤0.01%	749
2022 Q1	–	Sell	-71	Closed	-$8K	–	680
2021 Q4	$8K	Buy	+71	New	+$7.52K	﹤0.01%	694
2021 Q3	–	Sell	-71	Closed	-$8K	–	652
2021 Q2	$8K	Sell	71 -21	-23%	-$2.23K	﹤0.01%	667
2021 Q1	$10K	Hold	92	–	–	﹤0.01%	636
2020 Q4	$10K	Buy	+92	New	+$9.54K	﹤0.01%	631

Other funds holding STIP

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

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

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

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Trust Company of Vermont held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q4 2025 at 306 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Trust Company of Vermont first reported a position in STIP in Q4 2020 and has held it in 9 quarters since. The position peaked at $31.6K in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Trust Company of Vermont held 306 shares of iShares 0-5 Year TIPS Bond ETF worth $31.3K as of Q4 2025.
Trust Company of Vermont left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q4 2025.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #657 holding.
Trust Company of Vermont first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 9 quarters since.
Trust Company of Vermont's iShares 0-5 Year TIPS Bond ETF position peaked at $31.6K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

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