Banque Pictet & Cie’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,700	Closed	-$1.63M	–	327
2024 Q3	$1.63M	Buy	20,700 +200	+1%	+$15.6K	0.01%	204
2024 Q2	$1.57M	Buy	20,500 +500	+3%	+$38.1K	0.01%	200
2024 Q1	$1.53M	Buy	+20,000	New	+$1.53M	0.01%	210
2019 Q3	–	Sell	-2,811	Closed	-$226K	–	344
2019 Q2	$226K	Hold	2,811	–	–	﹤0.01%	308
2019 Q1	$224K	Hold	2,811	–	–	﹤0.01%	308
2018 Q4	$221K	Hold	2,811	–	–	﹤0.01%	319
2018 Q3	$219K	Buy	+2,811	New	+$220K	﹤0.01%	346

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Banque Pictet & Cie's BSV Position: Q4 2024 in Review

Banque Pictet & Cie sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 20,700 shares — an estimated $1.63M sold.

Banque Pictet & Cie first reported a position in BSV in Q3 2018 and held it in 7 quarters. The position peaked at $1.63M in Q3 2024. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Banque Pictet & Cie reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Banque Pictet & Cie sold 20,700 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $1.63M.
Banque Pictet & Cie first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 7 quarters.
Banque Pictet & Cie's Vanguard Short-Term Bond ETF position peaked at $1.63M in Q3 2024.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Banque Pictet & Cie's 13F filing for Q4 2024, filed 30 Jan 2025.