Washington Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Washington Trust’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25	Closed	-$2.89K	–	815
2024 Q4	$2.89K	Hold	25	–	–	﹤0.01%	786
2024 Q3	$2.99K	Hold	25	–	–	﹤0.01%	780
2024 Q2	$2.89K	Sell	25 -9	-26%	-$1.03K	﹤0.01%	797
2024 Q1	$3.94K	Sell	34 -346	-91%	-$40.2K	﹤0.01%	765
2023 Q4	$44.5K	Buy	+380	New	+$43.4K	﹤0.01%	442

Other funds holding IEI

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Washington Trust's IEI Position: Q1 2025 in Review

Washington Trust sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2025, closing a stake of 25 shares — an estimated $2.89K sold.

Washington Trust first reported a position in IEI in Q4 2023 and held it in 5 quarters. The position peaked at $44.5K in Q4 2023. 774 funds tracked by Wall St. Rank hold IEI as of Q1 2025.

Washington Trust reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 25 iShares 3-7 Year Treasury Bond ETF shares in Q1 2025, an estimated $2.89K.
Washington Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
Washington Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $44.5K in Q4 2023.
774 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.