Washington Trust Bank’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24,860	Closed	-$2.37M	–	212
2025 Q4	$2.37M	Hold	24,860	–	–	0.17%	79
2025 Q3	$2.37M	Hold	24,860	–	–	0.17%	72
2025 Q2	$2.33M	Hold	24,860	–	–	0.2%	69
2025 Q1	$2.33M	Hold	24,860	–	–	0.23%	69
2024 Q4	$2.28M	Hold	24,860	–	–	0.22%	72
2024 Q3	$2.38M	Hold	24,860	–	–	0.23%	67
2024 Q2	$2.28M	Buy	24,860 +13,080	+111%	+$1.19M	0.23%	65
2024 Q1	$1.09M	Buy	+11,780	New	+$1.09M	0.1%	96
2016 Q1	–	Sell	-50	Closed	-$5K	–	794
2015 Q4	$5K	Sell	50 -645	-93%	-$70.2K	﹤0.01%	656
2015 Q3	$76K	Hold	695	–	–	0.02%	332
2015 Q2	$75K	Hold	695	–	–	0.02%	352
2015 Q1	$77K	Sell	695 -502	-42%	-$55.2K	0.02%	371
2014 Q4	$131K	Buy	1,197 +502	+72%	+$54.8K	0.03%	292
2014 Q3	$75K	Buy	+695	New	+$75K	0.02%	397

Other funds holding MBB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Washington Trust Bank's MBB Position: Q1 2026 in Review

Washington Trust Bank sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 24,860 shares — an estimated $2.37M sold.

Washington Trust Bank first reported a position in MBB in Q3 2014 and held it in 14 quarters. The position peaked at $2.38M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Washington Trust Bank reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
Washington Trust Bank sold 24,860 iShares MBS ETF shares in Q1 2026, an estimated $2.37M.
Washington Trust Bank first reported a position in iShares MBS ETF in Q3 2014 and held it in 14 quarters.
Washington Trust Bank's iShares MBS ETF position peaked at $2.38M in Q3 2024.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.