Washington Trust Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Washington Trust Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-62	Closed	-$2.92K	–	717
2023 Q1	$2.92K	Hold	62	–	–	﹤0.01%	696
2022 Q4	$2.88K	Hold	62	–	–	﹤0.01%	690
2022 Q3	$3K	Hold	62	–	–	﹤0.01%	798
2022 Q2	$3K	Hold	62	–	–	﹤0.01%	824
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	896
2021 Q4	$3K	Buy	+62	New	+$3.14K	﹤0.01%	921

Other funds holding ISTB

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Washington Trust Advisors's ISTB Position: Q2 2023 in Review

Washington Trust Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2023, closing a stake of 62 shares — an estimated $2.92K sold.

Washington Trust Advisors first reported a position in ISTB in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 386 funds tracked by Wall St. Rank hold ISTB as of Q2 2023.

Washington Trust Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 62 iShares Core 1-5 Year USD Bond ETF shares in Q2 2023, an estimated $2.92K.
Washington Trust Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $3K in Q3 2022.
386 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.