Pictet North America Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pictet North America Advisors’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	-192,147	Closed	-$15.1M	–	148
2024 Q3	$15.1M	Sell	192,147 -11,428	-6%	-$890K	1.5%	20
2024 Q2	$15.6M	Sell	203,575 -92,035	-31%	-$7.02M	1.7%	17
2024 Q1	$22.7M	Buy	+295,610	New	+$22.7M	2.53%	8
2019 Q3	–	Sell	-2,811	Closed	-$226K	–	153
2019 Q2	$226K	Hold	2,811	–	–	0.03%	139
2019 Q1	$224K	Hold	2,811	–	–	0.03%	143
2018 Q4	$221K	Hold	2,811	–	–	0.02%	153
2018 Q3	$219K	Buy	+2,811	New	+$220K	0.03%	160

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Pictet North America Advisors's BSV Position: Q4 2024 in Review

Pictet North America Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 192,147 shares — an estimated $15.1M sold.

Pictet North America Advisors first reported a position in BSV in Q3 2018 and held it in 7 quarters. The position peaked at $22.7M in Q1 2024. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Pictet North America Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Pictet North America Advisors sold 192,147 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $15.1M.
Pictet North America Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 7 quarters.
Pictet North America Advisors's Vanguard Short-Term Bond ETF position peaked at $22.7M in Q1 2024.
1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Pictet North America Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.