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Washington Trust Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Washington Trust Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
12,870
-9,194
-42% -$210K 0.02% 195
2026
Q1 		$506K Hold
22,064
– – 0.04% 152
2025
Q4 		$505K Buy
22,064
+1,259
+6% +$28.8K 0.04% 148
2025
Q3 		$477K Sell
20,805
-1,572
-7% -$36K 0.04% 152
2025
Q2 		$513K Buy
22,377
+67
+0.3% +$1.53K 0.04% 133
2025
Q1 		$512K Buy
+22,310
New +$510K 0.05% 126

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Washington Trust Advisors's IBTG Position: Q2 2026 in Review

Washington Trust Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 42% in Q2 2026, selling an estimated $210K and leaving 12,870 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #195.

Washington Trust Advisors first reported a position in IBTG in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q2 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Washington Trust Advisors held 12,870 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $295K as of Q2 2026.
  • Washington Trust Advisors sold 9,194 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $210K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #195 holding.
  • Washington Trust Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Washington Trust Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $513K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.