TCOV
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Trust Company of Vermont’s iShares TIPS Bond ETF TIP Stock Holding History

Trust Company of Vermont’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$516K Sell
4,699
-437
-9% -$48.5K 0.02% 254
2025
Q3 		$571K Sell
5,136
-50
-1% -$5.52K 0.02% 243
2025
Q2 		$571K Sell
5,186
-1,133
-18% -$124K 0.03% 238
2025
Q1 		$702K Sell
6,319
-539
-8% -$58.5K 0.04% 210
2024
Q4 		$731K Sell
6,858
-166
-2% -$18K 0.04% 210
2024
Q3 		$776K Sell
7,024
-172
-2% -$18.7K 0.04% 196
2024
Q2 		$768K Sell
7,196
-595
-8% -$63.3K 0.04% 192
2024
Q1 		$837K Buy
7,791
+84
+1% +$8.97K 0.05% 190
2023
Q4 		$828K Sell
7,707
-1,991
-21% -$208K 0.06% 176
2023
Q3 		$1.01M Sell
9,698
-1,589
-14% -$168K 0.07% 170
2023
Q2 		$1.21M Sell
11,287
-1,074
-9% -$117K 0.08% 165
2023
Q1 		$1.36M Sell
12,361
-2,132
-15% -$231K 0.1% 159
2022
Q4 		$1.54M Sell
14,493
-681
-4% -$72.7K 0.11% 148
2022
Q3 		$1.59M Sell
15,174
-206
-1% -$23.3K 0.13% 140
2022
Q2 		$1.75M Buy
+15,380
New +$1.82M 0.13% 134
2022
Q1 		– Sell
-16,447
Closed -$2.13M – 692
2021
Q4 		$2.13M Buy
+16,447
New +$2.12M 0.13% 135
2021
Q3 		– Sell
-13,559
Closed -$1.74M – 666
2021
Q2 		$1.74M Buy
13,559
+650
+5% +$82.6K 0.12% 142
2021
Q1 		$1.62M Buy
12,909
+2,543
+25% +$322K 0.12% 142
2020
Q4 		$1.32M Buy
10,366
+768
+8% +$96.9K 0.11% 149
2020
Q3 		$1.21M Buy
9,598
+980
+11% +$123K 0.11% 142
2020
Q2 		$1.06M Buy
8,618
+1,110
+15% +$135K 0.1% 150
2020
Q1 		$886K Buy
7,508
+2,505
+50% +$295K 0.08% 161
2019
Q4 		$583K Buy
+5,003
New +$582K 0.04% 207

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Trust Company of Vermont reduced its iShares TIPS Bond ETF (TIP) stake by 8.5% in Q4 2025, selling an estimated $48.5K and leaving 4,699 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #254.

Trust Company of Vermont first reported a position in TIP in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.13M in Q4 2021. 1,007 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Trust Company of Vermont held 4,699 shares of iShares TIPS Bond ETF worth $516K as of Q4 2025.
  • Trust Company of Vermont sold 437 iShares TIPS Bond ETF shares in Q4 2025, an estimated $48.5K.
  • iShares TIPS Bond ETF made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #254 holding.
  • Trust Company of Vermont first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Trust Company of Vermont's iShares TIPS Bond ETF position peaked at $2.13M in Q4 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

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