Pictet North America Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-181,295	Closed	-$9.37M	–	147
2024 Q4	$9.37M	Buy	181,295 +38,498	+27%	+$2M	0.89%	37
2024 Q3	$7.52M	Sell	142,797 -9,144	-6%	-$476K	0.74%	39
2024 Q2	$7.79M	Sell	151,941 -11,199	-7%	-$571K	0.85%	37
2024 Q1	$8.37M	Buy	+163,140	New	+$8.35M	0.93%	27

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Pictet North America Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2025, closing a stake of 181,295 shares — an estimated $9.37M sold.

Pictet North America Advisors first reported a position in IGSB in Q1 2024 and held it in 4 quarters. The position peaked at $9.37M in Q4 2024. 943 funds tracked by Wall St. Rank hold IGSB as of Q1 2025.

Pictet North America Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Pictet North America Advisors sold 181,295 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $9.37M.
Pictet North America Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 4 quarters.
Pictet North America Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.37M in Q4 2024.
943 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2025.

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