Washington Trust Bank’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,700	Closed	-$225K	–	244
2021 Q4	$225K	Hold	1,700	–	–	0.02%	212
2021 Q3	$226K	Hold	1,700	–	–	0.03%	187
2021 Q2	$228K	Hold	1,700	–	–	0.03%	168
2021 Q1	$221K	Hold	1,700	–	–	0.03%	167
2020 Q4	$235K	Hold	1,700	–	–	0.03%	162
2020 Q3	$229K	Hold	1,700	–	–	0.03%	150
2020 Q2	$229K	Hold	1,700	–	–	0.04%	155
2020 Q1	$210K	Buy	+1,700	New	+$217K	0.04%	157
2017 Q3	–	Sell	-61	Closed	-$7K	–	705
2017 Q2	$7K	Buy	+61	New	+$7.29K	﹤0.01%	559
2017 Q1	–	Sell	-108	Closed	-$13K	–	850
2016 Q4	$13K	Sell	108 -192	-64%	-$22.8K	﹤0.01%	536
2016 Q3	$37K	Sell	300 -1,188	-80%	-$146K	0.01%	411
2016 Q2	$183K	Buy	1,488 +1,188	+396%	+$142K	0.05%	177
2016 Q1	$36K	Hold	300	–	–	0.01%	425
2015 Q4	$34K	Sell	300 -140	-32%	-$16.2K	0.01%	450
2015 Q3	$51K	Hold	440	–	–	0.01%	386
2015 Q2	$51K	Hold	440	–	–	0.01%	418
2015 Q1	$54K	Sell	440 -3,116	-88%	-$378K	0.01%	425
2014 Q4	$425K	Buy	3,556 +3,116	+708%	+$371K	0.11%	139
2014 Q3	$52K	Buy	440 +140	+47%	+$16.6K	0.02%	451
2014 Q2	$36K	Hold	300	–	–	0.01%	536
2014 Q1	$35K	Buy	+300	New	+$34.8K	0.01%	529
2013 Q3	–	Sell	-3,675	Closed	-$418K	–	179
2013 Q2	$418K	Buy	+3,675	New	+$437K	0.12%	105

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Washington Trust Bank's LQD Position: Q1 2022 in Review

Washington Trust Bank sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 1,700 shares — an estimated $225K sold.

Washington Trust Bank first reported a position in LQD in Q2 2013 and held it in 22 quarters. The position peaked at $425K in Q4 2014. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Washington Trust Bank reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Washington Trust Bank sold 1,700 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $225K.
Washington Trust Bank first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and held it in 22 quarters.
Washington Trust Bank's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $425K in Q4 2014.
1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

Based on Washington Trust Bank's 13F filing for Q1 2022, filed 13 May 2022.