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Washington Trust’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Washington Trust’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,125
Closed -$179K – 466
2025
Q1 		$179K Sell
9,125
-2,500
-22% -$48.4K 0.01% 261
2024
Q4 		$223K Hold
11,625
– – 0.01% 260
2024
Q3 		$233K Sell
11,625
-2,000
-15% -$39.6K 0.01% 268
2024
Q2 		$263K Buy
13,625
+1,325
+11% +$25.3K 0.01% 262
2024
Q1 		$239K Buy
+12,300
New +$239K 0.01% 266

Other funds holding IBTK

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Washington Trust's IBTK Position: Q2 2025 in Review

Washington Trust sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2025, closing a stake of 9,125 shares — an estimated $179K sold.

Washington Trust first reported a position in IBTK in Q1 2024 and held it in 5 quarters. The position peaked at $263K in Q2 2024. 130 funds tracked by Wall St. Rank hold IBTK as of Q2 2025.

  • Washington Trust reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 9,125 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2025, an estimated $179K.
  • Washington Trust first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and held it in 5 quarters.
  • Washington Trust's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $263K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2025.

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