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Washington Trust’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Washington Trust’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,100
Closed -$113K – 465
2025
Q1 		$113K Sell
5,100
-2,500
-33% -$55K ﹤0.01% 309
2024
Q4 		$166K Hold
7,600
– – 0.01% 287
2024
Q3 		$171K Sell
7,600
-2,540
-25% -$56.6K 0.01% 293
2024
Q2 		$221K Hold
10,140
– – 0.01% 273
2024
Q1 		$222K Buy
+10,140
New +$223K 0.01% 270

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

Washington Trust's IBTI Position: Q2 2025 in Review

Washington Trust sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2025, closing a stake of 5,100 shares — an estimated $113K sold.

Washington Trust first reported a position in IBTI in Q1 2024 and held it in 5 quarters. The position peaked at $222K in Q1 2024. 191 funds tracked by Wall St. Rank hold IBTI as of Q2 2025.

  • Washington Trust reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 5,100 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2025, an estimated $113K.
  • Washington Trust first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and held it in 5 quarters.
  • Washington Trust's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $222K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.