Pictet North America Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pictet North America Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,492	Closed	-$323K	–	146
2024 Q4	$323K	Sell	3,492 -393,157	-99%	-$37.1M	0.03%	127
2024 Q3	$38.9M	Buy	396,649 +255,468	+181%	+$24.7M	3.85%	4
2024 Q2	$13.2M	Buy	141,181 +76,697	+119%	+$7.13M	1.44%	20
2024 Q1	$6.1M	Sell	64,484 -84,245	-57%	-$7.98M	0.68%	33
2023 Q4	$14.3M	Sell	148,729 -34,960	-19%	-$3.23M	1.85%	15
2023 Q3	$16.8M	Sell	183,689 -53,406	-23%	-$5.04M	2.39%	11
2023 Q2	$22.9M	Buy	237,095 +3,128	+1%	+$307K	3.17%	9
2023 Q1	$23.2M	Buy	233,967 +70,818	+43%	+$6.92M	3.74%	8
2022 Q4	$15.6M	Sell	163,149 -24,873	-13%	-$2.39M	2.69%	11
2022 Q3	$18M	Buy	188,022 +11,572	+7%	+$1.17M	2.88%	11
2022 Q2	$18.1M	Buy	+176,450	New	+$18.1M	2.39%	15

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pictet North America Advisors's IEF Position: Q1 2025 in Review

Pictet North America Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2025, closing a stake of 3,492 shares — an estimated $323K sold.

Pictet North America Advisors first reported a position in IEF in Q2 2022 and held it in 11 quarters. The position peaked at $38.9M in Q3 2024. 983 funds tracked by Wall St. Rank hold IEF as of Q1 2025.

Pictet North America Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Pictet North America Advisors sold 3,492 iShares 7-10 Year Treasury Bond ETF shares in Q1 2025, an estimated $323K.
Pictet North America Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and held it in 11 quarters.
Pictet North America Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $38.9M in Q3 2024.
983 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2025.

Based on Pictet North America Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.