Washington Trust Bank’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$339K	Buy	3,185 +1,233	+63%	+$132K	0.03%	166
2025 Q4	$208K	Sell	1,952 -933	-32%	-$99.4K	0.01%	195
2025 Q3	$308K	Sell	2,885 -1,705	-37%	-$182K	0.02%	174
2025 Q2	$488K	Buy	+4,590	New	+$485K	0.04%	136
2024 Q2	–	Sell	-2,468	Closed	-$258K	–	221
2024 Q1	$258K	Sell	2,468 -5,375	-69%	-$564K	0.02%	192
2023 Q4	$827K	Buy	+7,843	New	+$816K	0.07%	106
2023 Q3	–	Sell	-2,679	Closed	-$279K	–	224
2023 Q2	$279K	Buy	+2,679	New	+$279K	0.03%	184
2023 Q1	–	Sell	-6,182	Closed	-$645K	–	228
2022 Q4	$645K	Buy	+6,182	New	+$640K	0.07%	120

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Creative Planning

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SEI Investments

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