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Pictet Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Pictet Bank & Trust’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,678
Closed -$405K – 49
2023
Q4 		$405K Sell
3,678
-8,164
-69% -$900K 0.41% 38
2023
Q3 		$1.31M Buy
11,842
+558
+5% +$61.5K 1.4% 28
2023
Q2 		$1.25M Buy
11,284
+40
+0.4% +$4.41K 1.02% 30
2023
Q1 		$1.24M Hold
11,244
– – 0.87% 30
2022
Q4 		$1.24M Buy
11,244
+736
+7% +$80.9K 1.45% 26
2022
Q3 		$1.16M Buy
10,508
+1,527
+17% +$168K 1.48% 25
2022
Q2 		$989K Buy
8,981
+1,370
+18% +$151K 0.68% 38
2022
Q1 		$839K Buy
+7,611
New +$840K 0.47% 44

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pictet Bank & Trust's SHV Position: Q1 2024 in Review

Pictet Bank & Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2024, closing a stake of 3,678 shares — an estimated $405K sold.

Pictet Bank & Trust first reported a position in SHV in Q1 2022 and held it in 8 quarters. The position peaked at $1.31M in Q3 2023. 682 funds tracked by Wall St. Rank hold SHV as of Q1 2024.

  • Pictet Bank & Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Pictet Bank & Trust sold 3,678 iShares 0-1 Year Treasury Bond ETF shares in Q1 2024, an estimated $405K.
  • Pictet Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2022 and held it in 8 quarters.
  • Pictet Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $1.31M in Q3 2023.
  • 682 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2024.

Based on Pictet Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.