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 Q3	–	Sell	-9,362	Closed	-$203K	–	297
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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Washington Trust's IBTJ Position: Q3 2026 in Review

Washington Trust sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2026, closing a stake of 9,362 shares — an estimated $203K sold.

Washington Trust first reported a position in IBTJ in Q1 2024 and held it in 10 quarters. The position peaked at $289K in Q3 2024. 66 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

Washington Trust reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
Washington Trust sold 9,362 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $203K.
Washington Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and held it in 10 quarters.
Washington Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $289K in Q3 2024.
66 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.