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Washington Trust’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Washington Trust’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,670
Closed -$153K – 468
2025
Q1 		$153K Hold
6,670
– – 0.01% 277
2024
Q4 		$148K Hold
6,670
– – 0.01% 309
2024
Q3 		$157K Hold
6,670
– – 0.01% 298
2024
Q2 		$150K Hold
6,670
– – 0.01% 300
2024
Q1 		$151K Buy
+6,670
New +$151K 0.01% 299

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Washington Trust's IBTM Position: Q2 2025 in Review

Washington Trust sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2025, closing a stake of 6,670 shares — an estimated $153K sold.

Washington Trust first reported a position in IBTM in Q1 2024 and held it in 5 quarters. The position peaked at $157K in Q3 2024. 77 funds tracked by Wall St. Rank hold IBTM as of Q2 2025.

  • Washington Trust reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 6,670 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2025, an estimated $153K.
  • Washington Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and held it in 5 quarters.
  • Washington Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $157K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2025.

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