Bank Pictet & Cie (Asia)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bank Pictet & Cie (Asia)’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
2021 Q1	–	Sell	-2,480	Closed	-$330K	–	89
2020 Q4	$330K	Hold	2,480	–	–	0.1%	82
2020 Q3	$331K	Hold	2,480	–	–	0.13%	81
2020 Q2	$332K	Hold	2,480	–	–	0.14%	81
2020 Q1	$331K	Hold	2,480	–	–	0.16%	80
2019 Q4	$312K	Hold	2,480	–	–	0.13%	81
2019 Q3	$314K	Hold	2,480	–	–	0.14%	80
2019 Q2	$312K	Hold	2,480	–	–	0.14%	79
2019 Q1	$306K	Hold	2,480	–	–	0.15%	78
2018 Q4	$301K	Buy	+2,480	New	+$296K	0.16%	74

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank Pictet & Cie (Asia)'s IEI Position: Q1 2021 in Review

Bank Pictet & Cie (Asia) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2021, closing a stake of 2,480 shares — an estimated $330K sold.

Bank Pictet & Cie (Asia) first reported a position in IEI in Q4 2018 and held it in 9 quarters. The position peaked at $332K in Q2 2020. 509 funds tracked by Wall St. Rank hold IEI as of Q1 2021.

Bank Pictet & Cie (Asia) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Bank Pictet & Cie (Asia) sold 2,480 iShares 3-7 Year Treasury Bond ETF shares in Q1 2021, an estimated $330K.
Bank Pictet & Cie (Asia) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2018 and held it in 9 quarters.
Bank Pictet & Cie (Asia)'s iShares 3-7 Year Treasury Bond ETF position peaked at $332K in Q2 2020.
509 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2021.

Based on Bank Pictet & Cie (Asia)'s 13F filing for Q1 2021, filed 12 May 2021.