Pictet Asset Management (Switzerland)’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Pictet Asset Management (Switzerland)’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.8M	Buy	115,787 +365	+0.3%	+$18.3K	0.01%	737
2023 Q1	$5.85M	Buy	115,422 +14,516	+14%	+$729K	0.01%	750
2022 Q4	$4.96M	Sell	100,906 -4,620	-4%	-$225K	0.01%	745
2022 Q3	$5.07M	Buy	105,526 +5,290	+5%	+$269K	0.01%	735
2022 Q2	$5.11M	Sell	100,236 -6,084	-6%	-$317K	0.01%	754
2022 Q1	$5.85M	Sell	106,320 -27,201	-20%	-$1.54M	0.01%	783
2021 Q4	$7.98M	Buy	133,521 +600	+0.5%	+$36K	0.01%	729
2021 Q3	$7.99M	Buy	+132,921	New	+$8.09M	0.01%	733

Other funds holding USIG

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s USIG Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.32% in Q2 2023, buying an estimated $18.3K and bringing the position to 115,787 shares worth $5.8M. The position accounts for 0.01% of the portfolio, ranked #737.

Pictet Asset Management (Switzerland) first reported a position in USIG in Q3 2021 and has held it in 8 quarters since. The position peaked at $7.99M in Q3 2021. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

Pictet Asset Management (Switzerland) held 115,787 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $5.8M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 365 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $18.3K.
iShares Broad USD Investment Grade Corporate Bond ETF made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #737 holding.
Pictet Asset Management (Switzerland) first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $7.99M in Q3 2021.
329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.