Washington Trust Bank’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Washington Trust Bank’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,700	Closed	-$204K	–	192
2020 Q4	$204K	Hold	1,700	–	–	0.03%	178
2020 Q3	$207K	Hold	1,700	–	–	0.03%	163
2020 Q2	$207K	Hold	1,700	–	–	0.03%	167
2020 Q1	$207K	Buy	+1,700	New	+$196K	0.04%	159
2018 Q3	–	Sell	-33	Closed	-$3K	–	654
2018 Q2	$3K	Hold	33	–	–	﹤0.01%	593
2018 Q1	$3K	Hold	33	–	–	﹤0.01%	710
2017 Q4	$3K	Hold	33	–	–	﹤0.01%	672
2017 Q3	$4K	Buy	+33	New	+$3.54K	﹤0.01%	636
2016 Q4	–	Sell	-70	Closed	-$8K	–	1061
2016 Q3	$8K	Hold	70	–	–	﹤0.01%	562
2016 Q2	$8K	Hold	70	–	–	﹤0.01%	582
2016 Q1	$8K	Hold	70	–	–	﹤0.01%	604
2015 Q4	$7K	Hold	70	–	–	﹤0.01%	628
2015 Q3	$8K	Buy	+70	New	+$7.43K	﹤0.01%	643
2013 Q3	–	Sell	-173	Closed	-$15K	–	178
2013 Q2	$15K	Buy	+173	New	+$18.4K	﹤0.01%	161

Other funds holding IEF

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Washington Trust Bank's IEF Position: Q1 2021 in Review

Washington Trust Bank sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 1,700 shares — an estimated $204K sold.

Washington Trust Bank first reported a position in IEF in Q2 2013 and held it in 14 quarters. The position peaked at $207K in Q3 2020. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

Washington Trust Bank reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Washington Trust Bank sold 1,700 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $204K.
Washington Trust Bank first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 14 quarters.
Washington Trust Bank's iShares 7-10 Year Treasury Bond ETF position peaked at $207K in Q3 2020.
634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Washington Trust Bank's 13F filing for Q1 2021, filed 22 Apr 2021.