WTB
IBMG

Washington Trust Bank’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Washington Trust Bank’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-45,432
Closed -$1.15M – 880
2017
Q4 		$1.15M Buy
+45,432
New +$1.15M 0.17% 90

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UCFA
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Morgan Stanley
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Washington Trust Bank's IBMG Position: Q1 2018 in Review

Washington Trust Bank sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q1 2018, closing a stake of 45,432 shares — an estimated $1.15M sold.

Washington Trust Bank first reported a position in IBMG in Q4 2017 and held it in 1 quarter. The position peaked at $1.15M in Q4 2017. 77 funds tracked by Wall St. Rank hold IBMG as of Q1 2018.

  • Washington Trust Bank reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Washington Trust Bank sold 45,432 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q1 2018, an estimated $1.15M.
  • Washington Trust Bank first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Washington Trust Bank's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $1.15M in Q4 2017.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.