Trust Company of Vermont’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Buy	+3,440	New	+$366K	0.01%	296
2025 Q4	$17.1K	Buy	+160	New	+$17.1K	﹤0.01%	779
2025 Q2	–	Sell	-87	Closed	-$9.19K	–	1134
2025 Q1	$9.19K	Buy	+87	New	+$9.2K	﹤0.01%	777
2022 Q4	–	Sell	-1,600	Closed	-$164K	–	979
2022 Q3	$164K	Hold	1,600	–	–	0.01%	323
2022 Q2	$167K	Buy	+1,600	New	+$166K	0.01%	316

Other funds holding SUB

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

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

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

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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Trust Company of Vermont opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 3,440 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SUB as recently as Q4 2025.

Trust Company of Vermont first reported a position in SUB in Q2 2022 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Trust Company of Vermont held 3,440 shares of iShares Short-Term National Muni Bond ETF worth $366K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Trust Company of Vermont position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #296 holding.
Trust Company of Vermont first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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