WTB
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Washington Trust Bank’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Washington Trust Bank’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-612
Closed -$33K – 661
2018
Q3 		$33K Buy
+612
New +$32.9K ﹤0.01% 429
2018
Q1 		– Sell
-340
Closed -$19K – 846
2017
Q4 		$19K Buy
+340
New +$19K ﹤0.01% 554
2016
Q1 		– Sell
-280
Closed -$15K – 820
2015
Q4 		$15K Buy
+280
New +$15.1K ﹤0.01% 554
2015
Q1 		– Sell
-1,388
Closed -$78K – 867
2014
Q4 		$78K Buy
+1,388
New +$77.3K 0.02% 392

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Wells Fargo
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Morgan Stanley
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Carson Wealth (CWM LLC)
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return