Washington Trust Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-800	Closed	-$83.2K	–	686
2023 Q2	$83.2K	Sell	800 -145	-15%	-$15.1K	0.01%	253
2023 Q1	$98.9K	Hold	945	–	–	0.01%	246
2022 Q4	$98.5K	Hold	945	–	–	0.01%	252
2022 Q3	$97K	Hold	945	–	–	0.01%	283
2022 Q2	$99K	Hold	945	–	–	0.01%	292
2022 Q1	$99K	Hold	945	–	–	0.01%	338
2021 Q4	$101K	Buy	+945	New	+$101K	0.01%	365

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Washington Trust Advisors's SUB Position: Q3 2023 in Review

Washington Trust Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2023, closing a stake of 800 shares — an estimated $83.2K sold.

Washington Trust Advisors first reported a position in SUB in Q4 2021 and held it in 7 quarters. The position peaked at $101K in Q4 2021. 754 funds tracked by Wall St. Rank hold SUB as of Q3 2023.

Washington Trust Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Washington Trust Advisors sold 800 iShares Short-Term National Muni Bond ETF shares in Q3 2023, an estimated $83.2K.
Washington Trust Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 7 quarters.
Washington Trust Advisors's iShares Short-Term National Muni Bond ETF position peaked at $101K in Q4 2021.
754 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2023.

Based on Washington Trust Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.