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
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

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

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

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Trust Company of Vermont opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025: 160 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SUB as recently as Q1 2025.

Trust Company of Vermont first reported a position in SUB in Q2 2022 and has held it in 4 quarters since. The position peaked at $167K in Q2 2022. 863 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

Trust Company of Vermont held 160 shares of iShares Short-Term National Muni Bond ETF worth $17.1K as of Q4 2025.
iShares Short-Term National Muni Bond ETF was a new Trust Company of Vermont position in Q4 2025.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #779 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 4 quarters since.
Trust Company of Vermont's iShares Short-Term National Muni Bond ETF position peaked at $167K in Q2 2022.
863 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

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