Washington Trust Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-64	Closed	-$2.8K	–	679
2023 Q3	$2.8K	Hold	64	–	–	﹤0.01%	616
2023 Q2	$2.91K	Hold	64	–	–	﹤0.01%	606
2023 Q1	$2.95K	Hold	64	–	–	﹤0.01%	695
2022 Q4	$2.88K	Hold	64	–	–	﹤0.01%	691
2022 Q3	$3K	Hold	64	–	–	﹤0.01%	799
2022 Q2	$3K	Sell	64 -250	-80%	-$11.9K	﹤0.01%	825
2022 Q1	$16K	Buy	+314	New	+$16K	﹤0.01%	633

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Washington Trust Advisors's IUSB Position: Q4 2023 in Review

Washington Trust Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 64 shares — an estimated $2.8K sold.

Washington Trust Advisors first reported a position in IUSB in Q1 2022 and held it in 7 quarters. The position peaked at $16K in Q1 2022. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

Washington Trust Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 64 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $2.8K.
Washington Trust Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 7 quarters.
Washington Trust Advisors's iShares Core Universal USD Bond ETF position peaked at $16K in Q1 2022.
628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.