Trust Company of Vermont’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$33.2K	Buy	381 +181	+91%	+$16.2K	﹤0.01%	648
2025 Q3	$17.9K	Buy	200 +100	+100%	+$8.75K	﹤0.01%	751
2025 Q2	$8.82K	Buy	+100	New	+$8.72K	﹤0.01%	832
2025 Q1	–	Sell	-260	Closed	-$22.7K	–	1094
2024 Q4	$22.7K	Hold	260	–	–	﹤0.01%	656
2024 Q3	$25.5K	Hold	260	–	–	﹤0.01%	619
2024 Q2	$23.9K	Buy	+260	New	+$23.7K	﹤0.01%	579
2022 Q4	–	Sell	-694	Closed	-$71K	–	983
2022 Q3	$71K	Buy	+694	New	+$78.1K	0.01%	434
2020 Q2	–	Sell	-223	Closed	-$37K	–	868
2020 Q1	$37K	Hold	223	–	–	﹤0.01%	482
2019 Q4	$30K	Buy	+223	New	+$31K	﹤0.01%	542
2017 Q2	–	Sell	-25	Closed	-$3K	–	1007
2017 Q1	$3K	Buy	+25	New	+$3K	﹤0.01%	821

Other funds holding TLT

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Trust Company of Vermont increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 91% in Q4 2025, buying an estimated $16.2K and bringing the position to 381 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Trust Company of Vermont first reported a position in TLT in Q1 2017 and has held it in 10 quarters since. The position peaked at $71K in Q3 2022. 1,146 funds tracked by Wall St. Rank hold TLT as of Q4 2025.

Trust Company of Vermont held 381 shares of iShares 20+ Year Treasury Bond ETF worth $33.2K as of Q4 2025.
Trust Company of Vermont bought 181 iShares 20+ Year Treasury Bond ETF shares in Q4 2025, an estimated $16.2K.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #648 holding.
Trust Company of Vermont first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2017 and has held it in 10 quarters since.
Trust Company of Vermont's iShares 20+ Year Treasury Bond ETF position peaked at $71K in Q3 2022.
1,146 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2025.

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