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Pictet North America Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Pictet North America Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,750
Closed -$1,000K – 143
2022
Q3 		$1,000K Buy
+8,750
New +$1.04M 0.16% 74

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pictet North America Advisors's IEI Position: Q4 2022 in Review

Pictet North America Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2022, closing a stake of 8,750 shares — an estimated $1,000K sold.

Pictet North America Advisors first reported a position in IEI in Q3 2022 and held it in 1 quarter. The position peaked at $1,000K in Q3 2022. 572 funds tracked by Wall St. Rank hold IEI as of Q4 2022.

  • Pictet North America Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Pictet North America Advisors sold 8,750 iShares 3-7 Year Treasury Bond ETF shares in Q4 2022, an estimated $1,000K.
  • Pictet North America Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Pictet North America Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $1,000K in Q3 2022.
  • 572 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2022.

Based on Pictet North America Advisors's 13F filing for Q4 2022, filed 22 Mar 2023.