Banque Pictet & Cie’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Banque Pictet & Cie’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,759	Closed	-$423K	–	609
2022 Q3	$423K	Hold	5,759	–	–	﹤0.01%	526
2022 Q2	$447	Buy	5,759 +221	+4%	+$17.3K	﹤0.01%	540
2022 Q1	$454K	Sell	5,538 -4,822	-47%	-$407K	﹤0.01%	535
2021 Q4	$908K	Hold	10,360	–	–	0.01%	468
2021 Q3	$927K	Hold	10,360	–	–	0.01%	262
2021 Q2	$932K	Hold	10,360	–	–	0.01%	264
2021 Q1	$919K	Hold	10,360	–	–	0.01%	256
2020 Q4	$962K	Buy	10,360 +5,348	+107%	+$498K	0.01%	233
2020 Q3	$469K	Hold	5,012	–	–	0.01%	260
2020 Q2	$467K	Hold	5,012	–	–	0.01%	266
2020 Q1	$448K	Sell	5,012 -178	-3%	-$15.8K	0.01%	266
2019 Q4	$453K	Hold	5,190	–	–	0.01%	299
2019 Q3	$457K	Buy	5,190 +1,800	+53%	+$157K	0.01%	284
2019 Q2	$293K	Buy	+3,390	New	+$286K	0.01%	296

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Banque Pictet & Cie's BIV Position: Q4 2022 in Review

Banque Pictet & Cie sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2022, closing a stake of 5,759 shares — an estimated $423K sold.

Banque Pictet & Cie first reported a position in BIV in Q2 2019 and held it in 14 quarters. The position peaked at $962K in Q4 2020. 688 funds tracked by Wall St. Rank hold BIV as of Q4 2022.

Banque Pictet & Cie reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Banque Pictet & Cie sold 5,759 Vanguard Intermediate-Term Bond ETF shares in Q4 2022, an estimated $423K.
Banque Pictet & Cie first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2019 and held it in 14 quarters.
Banque Pictet & Cie's Vanguard Intermediate-Term Bond ETF position peaked at $962K in Q4 2020.
688 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2022.

Based on Banque Pictet & Cie's 13F filing for Q4 2022, filed 6 Feb 2023.