Bank Pictet & Cie (Europe)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bank Pictet & Cie (Europe)’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,126	Closed	-$310K	–	171
2023 Q4	$310K	Buy	3,126 +428	+16%	+$40.7K	0.01%	228
2023 Q3	$254K	Hold	2,698	–	–	0.01%	232
2023 Q2	$264K	Sell	2,698 -614	-19%	-$60.7K	0.01%	230
2023 Q1	$330K	Hold	3,312	–	–	0.01%	147
2022 Q4	$321K	Hold	3,312	–	–	0.02%	142
2022 Q3	$319K	Sell	3,312 -125	-4%	-$12.6K	0.02%	136
2022 Q2	$349K	Sell	3,437 -135	-4%	-$13.9K	0.02%	129
2022 Q1	$383K	Hold	3,572	–	–	0.01%	134
2021 Q4	$407K	Sell	3,572 -380	-10%	-$43.5K	0.01%	139
2021 Q3	$454K	Hold	3,952	–	–	0.02%	134
2021 Q2	$456K	Buy	3,952 +640	+19%	+$73.3K	0.02%	141
2021 Q1	$377K	Hold	3,312	–	–	0.02%	135
2020 Q4	$391K	Hold	3,312	–	–	0.02%	120
2020 Q3	$391K	Hold	3,312	–	–	0.02%	103
2020 Q2	$392K	Hold	3,312	–	–	0.03%	97
2020 Q1	$382K	Hold	3,312	–	–	0.03%	101
2019 Q4	$372K	Hold	3,312	–	–	0.05%	132
2019 Q3	$375K	Hold	3,312	–	–	0.06%	129
2019 Q2	$369K	Buy	+3,312	New	+$362K	0.06%	131

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s AGG Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2024, closing a stake of 3,126 shares — an estimated $310K sold.

Bank Pictet & Cie (Europe) first reported a position in AGG in Q2 2019 and held it in 19 quarters. The position peaked at $456K in Q2 2021. 1,745 funds tracked by Wall St. Rank hold AGG as of Q1 2024.

Bank Pictet & Cie (Europe) reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Bank Pictet & Cie (Europe) sold 3,126 iShares Core US Aggregate Bond ETF shares in Q1 2024, an estimated $310K.
Bank Pictet & Cie (Europe) first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 19 quarters.
Bank Pictet & Cie (Europe)'s iShares Core US Aggregate Bond ETF position peaked at $456K in Q2 2021.
1,745 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.