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

Bank Pictet & Cie (Europe)’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
2023
Q4 		– Sell
-2,057
Closed -$233K – 277
2023
Q3 		$233K Hold
2,057
– – 0.01% 241
2023
Q2 		$237K Buy
+2,057
New +$241K 0.01% 238

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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CSIA
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s IEI Position: Q4 2023 in Review

Bank Pictet & Cie (Europe) sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2023, closing a stake of 2,057 shares — an estimated $233K sold.

Bank Pictet & Cie (Europe) first reported a position in IEI in Q2 2023 and held it in 2 quarters. The position peaked at $237K in Q2 2023. 664 funds tracked by Wall St. Rank hold IEI as of Q4 2023.

  • Bank Pictet & Cie (Europe) reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 2,057 iShares 3-7 Year Treasury Bond ETF shares in Q4 2023, an estimated $233K.
  • Bank Pictet & Cie (Europe) first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2023 and held it in 2 quarters.
  • Bank Pictet & Cie (Europe)'s iShares 3-7 Year Treasury Bond ETF position peaked at $237K in Q2 2023.
  • 664 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2023.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q4 2023, filed 9 Feb 2024.