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Washington Trust’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Washington Trust’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,500
Closed -$152K – 467
2025
Q1 		$152K Hold
7,500
– – 0.01% 278
2024
Q4 		$149K Hold
7,500
– – 0.01% 308
2024
Q3 		$156K Hold
7,500
– – 0.01% 299
2024
Q2 		$150K Hold
7,500
– – 0.01% 299
2024
Q1 		$151K Buy
+7,500
New +$152K 0.01% 300

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return

Washington Trust's IBTL Position: Q2 2025 in Review

Washington Trust sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2025, closing a stake of 7,500 shares — an estimated $152K sold.

Washington Trust first reported a position in IBTL in Q1 2024 and held it in 5 quarters. The position peaked at $156K in Q3 2024. 95 funds tracked by Wall St. Rank hold IBTL as of Q2 2025.

  • Washington Trust reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 7,500 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2025, an estimated $152K.
  • Washington Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2024 and held it in 5 quarters.
  • Washington Trust's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $156K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2025.

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