Washington Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Washington Trust’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-260	Closed	-$21.5K	–	639
2025 Q1	$21.5K	Hold	260	–	–	﹤0.01%	520
2024 Q4	$21.3K	Hold	260	–	–	﹤0.01%	571
2024 Q3	$21.6K	Hold	260	–	–	﹤0.01%	571
2024 Q2	$21.2K	Buy	+260	New	+$21.2K	﹤0.01%	569
2023 Q2	–	Sell	-100	Closed	-$8.22K	–	957
2023 Q1	$8.22K	Hold	100	–	–	﹤0.01%	678
2022 Q4	$8.12K	Hold	100	–	–	﹤0.01%	669
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	675
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	676
2022 Q1	$8K	Buy	+100	New	+$8.45K	﹤0.01%	696
2021 Q4	–	Sell	-14	Closed	-$1K	–	1066
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1032
2021 Q2	$1K	Sell	14 -86	-86%	-$7.42K	﹤0.01%	1020
2021 Q1	$9K	Hold	100	–	–	﹤0.01%	771
2020 Q4	$9K	Buy	100 +86	+614%	+$7.43K	﹤0.01%	762
2020 Q3	$1K	Buy	+14	New	+$1.21K	﹤0.01%	948

Other funds holding SHY

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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Washington Trust's SHY Position: Q2 2025 in Review

Washington Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 260 shares — an estimated $21.5K sold.

Washington Trust first reported a position in SHY in Q3 2020 and held it in 14 quarters. The position peaked at $21.6K in Q3 2024. 1,183 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Washington Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 260 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $21.5K.
Washington Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 14 quarters.
Washington Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $21.6K in Q3 2024.
1,183 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

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