Washington Trust Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-298	Closed	-$25K	–	1098
2016 Q3	$25K	Buy	+298	New	+$25.4K	0.01%	455
2014 Q3	–	Sell	-173	Closed	-$15K	–	859
2014 Q2	$15K	Hold	173	–	–	﹤0.01%	666
2014 Q1	$15K	Hold	173	–	–	﹤0.01%	650
2013 Q4	$15	Hold	173	–	–	0.03%	148
2013 Q3	$15K	Buy	+173	New	+$14.6K	﹤0.01%	173

Other funds holding SHY

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Washington Trust Bank's SHY Position: Q4 2016 in Review

Washington Trust Bank sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2016, closing a stake of 298 shares — an estimated $25K sold.

Washington Trust Bank first reported a position in SHY in Q3 2013 and held it in 5 quarters. The position peaked at $25K in Q3 2016. 432 funds tracked by Wall St. Rank hold SHY as of Q4 2016.

Washington Trust Bank reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
Washington Trust Bank sold 298 iShares 1-3 Year Treasury Bond ETF shares in Q4 2016, an estimated $25K.
Washington Trust Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2013 and held it in 5 quarters.
Washington Trust Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $25K in Q3 2016.
432 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2016.

Based on Washington Trust Bank's 13F filing for Q4 2016, filed 17 Jan 2017.