Washington Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Washington Trust’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-248	Closed	-$23.7K	–	472
2025 Q1	$23.7K	Hold	248	–	–	﹤0.01%	506
2024 Q4	$22.9K	Hold	248	–	–	﹤0.01%	560
2024 Q3	$24.3K	Hold	248	–	–	﹤0.01%	554
2024 Q2	$23.2K	Buy	+248	New	+$23K	﹤0.01%	556
2024 Q1	–	Sell	-140	Closed	-$13.5K	–	861
2023 Q4	$13.5K	Buy	+140	New	+$12.9K	﹤0.01%	607
2021 Q4	–	Sell	-94	Closed	-$11K	–	1002
2021 Q3	$11K	Sell	94 -416	-82%	-$48.6K	﹤0.01%	771
2021 Q2	$59K	Buy	510 +416	+443%	+$47.6K	﹤0.01%	491
2021 Q1	$10K	Hold	94	–	–	﹤0.01%	763
2020 Q4	$12K	Hold	94	–	–	﹤0.01%	730
2020 Q3	$12K	Buy	94 +22	+31%	+$2.68K	﹤0.01%	704
2020 Q2	$9K	Hold	72	–	–	﹤0.01%	662
2020 Q1	$9K	Buy	+72	New	+$8.29K	﹤0.01%	686

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Washington Trust's IEF Position: Q2 2025 in Review

Washington Trust sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025, closing a stake of 248 shares — an estimated $23.7K sold.

Washington Trust first reported a position in IEF in Q1 2020 and held it in 12 quarters. The position peaked at $59K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

Washington Trust reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 248 iShares 7-10 Year Treasury Bond ETF shares in Q2 2025, an estimated $23.7K.
Washington Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and held it in 12 quarters.
Washington Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $59K in Q2 2021.
1,013 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

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