Washington Trust Bank’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-99	Closed	-$12K	–	656
2018 Q2	$12K	Hold	99	–	–	﹤0.01%	514
2018 Q1	$12K	Hold	99	–	–	﹤0.01%	558
2017 Q4	$12K	Hold	99	–	–	﹤0.01%	594
2017 Q3	$12K	Hold	99	–	–	﹤0.01%	568
2017 Q2	$12K	Hold	99	–	–	﹤0.01%	530
2017 Q1	$12K	Hold	99	–	–	﹤0.01%	561
2016 Q4	$12K	Sell	99 -36	-27%	-$4.46K	﹤0.01%	547
2016 Q3	$17K	Hold	135	–	–	﹤0.01%	497
2016 Q2	$17K	Buy	135 +30	+29%	+$3.78K	﹤0.01%	507
2016 Q1	$13K	Hold	105	–	–	﹤0.01%	563
2015 Q4	$13K	Hold	105	–	–	﹤0.01%	572
2015 Q3	$13K	Hold	105	–	–	﹤0.01%	589
2015 Q2	$13K	Hold	105	–	–	﹤0.01%	632
2015 Q1	$13K	Hold	105	–	–	﹤0.01%	644
2014 Q4	$13K	Hold	105	–	–	﹤0.01%	679
2014 Q3	$13K	Hold	105	–	–	﹤0.01%	665
2014 Q2	$13K	Hold	105	–	–	﹤0.01%	690
2014 Q1	$13K	Buy	+105	New	+$12.7K	﹤0.01%	670

Other funds holding IEI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Washington Trust Bank's IEI Position: Q3 2018 in Review

Washington Trust Bank sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2018, closing a stake of 99 shares — an estimated $12K sold.

Washington Trust Bank first reported a position in IEI in Q1 2014 and held it in 18 quarters. The position peaked at $17K in Q3 2016. 308 funds tracked by Wall St. Rank hold IEI as of Q3 2018.

Washington Trust Bank reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
Washington Trust Bank sold 99 iShares 3-7 Year Treasury Bond ETF shares in Q3 2018, an estimated $12K.
Washington Trust Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2014 and held it in 18 quarters.
Washington Trust Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $17K in Q3 2016.
308 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2018.

Based on Washington Trust Bank's 13F filing for Q3 2018, filed 14 Nov 2018.