Washington Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Washington Trust’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Hold	9,362	–	–	0.01%	289
2026 Q1	$204K	Hold	9,362	–	–	0.01%	277
2025 Q4	$205K	Hold	9,362	–	–	0.01%	272
2025 Q3	$206K	Hold	9,362	–	–	0.01%	272
2025 Q2	$205K	Sell	9,362 -1,200	-11%	-$26.1K	0.01%	257
2025 Q1	$230K	Sell	10,562 -2,500	-19%	-$53.7K	0.01%	244
2024 Q4	$279K	Hold	13,062	–	–	0.01%	245
2024 Q3	$289K	Hold	13,062	–	–	0.01%	253
2024 Q2	$279K	Buy	13,062 +3,562	+37%	+$75.6K	0.01%	254
2024 Q1	$204K	Buy	+9,500	New	+$205K	0.01%	277

Other funds holding IBTJ

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Washington Trust's IBTJ Position: Q2 2026 in Review

Washington Trust held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 9,362 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #289.

Washington Trust first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $289K in Q3 2024. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Washington Trust held 9,362 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $203K as of Q2 2026.
Washington Trust left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Washington Trust's portfolio in Q2 2026, its #289 holding.
Washington Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Washington Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $289K in Q3 2024.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.