Washington Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Washington Trust’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-517	Closed	-$57.1K	–	637
2025 Q1	$57.1K	Hold	517	–	–	﹤0.01%	388
2024 Q4	$56.9K	Hold	517	–	–	﹤0.01%	420
2024 Q3	$57.2K	Hold	517	–	–	﹤0.01%	440
2024 Q2	$57.1K	Hold	517	–	–	﹤0.01%	432
2024 Q1	$57.1K	Buy	517 +397	+331%	+$43.8K	﹤0.01%	437
2023 Q4	$13.2K	Buy	+120	New	+$13.2K	﹤0.01%	609
2021 Q3	–	Sell	-1,720	Closed	-$190K	–	1096
2021 Q2	$190K	Sell	1,720 -118	-6%	-$13K	0.01%	313
2021 Q1	$203K	Buy	1,838 +118	+7%	+$13K	0.01%	295
2020 Q4	$190K	Buy	1,720 +190	+12%	+$21K	0.01%	290
2020 Q3	$169K	Buy	1,530 +280	+22%	+$31K	0.01%	279
2020 Q2	$138K	Hold	1,250	–	–	0.01%	265
2020 Q1	$139K	Buy	+1,250	New	+$138K	0.01%	272
2018 Q3	–	Sell	-1,250	Closed	-$138K	–	700
2018 Q2	$138K	Buy	+1,250	New	+$138K	0.01%	271

Other funds holding SHV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Washington Trust's SHV Position: Q2 2025 in Review

Washington Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 517 shares — an estimated $57.1K sold.

Washington Trust first reported a position in SHV in Q2 2018 and held it in 13 quarters. The position peaked at $203K in Q1 2021. 714 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

Washington Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 517 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $57.1K.
Washington Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2018 and held it in 13 quarters.
Washington Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $203K in Q1 2021.
714 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

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