WTB
IBMH

Washington Trust Bank’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Washington Trust Bank’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-92,952
Closed -$2.36M – 658
2018
Q4 		$2.36M Buy
+92,952
New +$2.36M 0.31% 69

Other funds holding IBMH

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Washington Trust Bank's IBMH Position: Q1 2019 in Review

Washington Trust Bank sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2019, closing a stake of 92,952 shares — an estimated $2.36M sold.

Washington Trust Bank first reported a position in IBMH in Q4 2018 and held it in 1 quarter. The position peaked at $2.36M in Q4 2018. 104 funds tracked by Wall St. Rank hold IBMH as of Q1 2019.

  • Washington Trust Bank reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Washington Trust Bank sold 92,952 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2019, an estimated $2.36M.
  • Washington Trust Bank first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • Washington Trust Bank's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $2.36M in Q4 2018.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2019.

Based on Washington Trust Bank's 13F filing for Q1 2019, filed 9 Apr 2019.