Next Financial Group’s iShares Interest Rate Hedged Emerging Markets Bond ETF EMBH Stock Holding History

Next Financial Group’s Portfolio EMBH Stock Details EMBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.32M	Buy	56,108 +5,339	+11%	+$126K	0.09%	256
2021 Q3	$1.2M	Buy	50,769 +2,619	+5%	+$62.2K	0.09%	234
2021 Q2	$1.16M	Buy	48,150 +7,838	+19%	+$188K	0.09%	235
2021 Q1	$962K	Buy	+40,312	New	+$958K	0.09%	248

Other funds holding EMBH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Next Financial Group's EMBH Position: Q4 2021 in Review

Next Financial Group increased its iShares Interest Rate Hedged Emerging Markets Bond ETF (EMBH) stake by 11% in Q4 2021, buying an estimated $126K and bringing the position to 56,108 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #256.

Next Financial Group first reported a position in EMBH in Q1 2021 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold EMBH as of Q4 2021.

Next Financial Group held 56,108 shares of iShares Interest Rate Hedged Emerging Markets Bond ETF worth $1.32M as of Q4 2021.
Next Financial Group bought 5,339 iShares Interest Rate Hedged Emerging Markets Bond ETF shares in Q4 2021, an estimated $126K.
iShares Interest Rate Hedged Emerging Markets Bond ETF made up 0.09% of Next Financial Group's portfolio in Q4 2021, its #256 holding.
Next Financial Group first reported a position in iShares Interest Rate Hedged Emerging Markets Bond ETF in Q1 2021 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Emerging Markets Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.