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WT
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
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1-Year Est. Return
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1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
Wealthfront Advisers
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$45.6B AUM
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1-Year Est. Return
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$1.47T AUM
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1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
BBVA
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$14.3B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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