Pictet Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pictet Bank & Trust’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-8,200	Closed	-$708K	–	63
2020 Q4	$708K	Sell	8,200 -2,600	-24%	-$225K	0.44%	42
2020 Q3	$934K	Sell	10,800 -500	-4%	-$43.3K	0.61%	36
2020 Q2	$979K	Sell	11,300 -1,900	-14%	-$165K	0.66%	35
2020 Q1	$1.14M	Hold	13,200	–	–	0.64%	35
2019 Q4	$1.12M	Buy	13,200 +2,000	+18%	+$169K	0.42%	40
2019 Q3	$950K	Hold	11,200	–	–	0.42%	39
2019 Q2	$950K	Buy	11,200 +300	+3%	+$25.3K	0.42%	43
2019 Q1	$917K	Buy	10,900 +900	+9%	+$75.3K	0.4%	41
2018 Q4	$836K	Hold	10,000	–	–	0.33%	53
2018 Q3	$831K	Buy	10,000 +900	+10%	+$74.9K	0.26%	55
2018 Q2	$759K	Buy	+9,100	New	+$758K	0.26%	54

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pictet Bank & Trust's SHY Position: Q1 2021 in Review

Pictet Bank & Trust sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2021, closing a stake of 8,200 shares — an estimated $708K sold.

Pictet Bank & Trust first reported a position in SHY in Q2 2018 and held it in 11 quarters. The position peaked at $1.14M in Q1 2020. 888 funds tracked by Wall St. Rank hold SHY as of Q1 2021.

Pictet Bank & Trust reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Pictet Bank & Trust sold 8,200 iShares 1-3 Year Treasury Bond ETF shares in Q1 2021, an estimated $708K.
Pictet Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and held it in 11 quarters.
Pictet Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $1.14M in Q1 2020.
888 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2021.

Based on Pictet Bank & Trust's 13F filing for Q1 2021, filed 10 May 2021.