Next Financial Group’s iShares GNMA Bond ETF GNMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-602	Closed	-$29K	–	1818
2018 Q4	$29K	Buy	+602	New	+$28.8K	0.01%	974
2017 Q4	–	Sell	-678	Closed	-$34K	–	700
2017 Q3	$34K	Hold	678	–	–	0.01%	817
2017 Q2	$34K	Hold	678	–	–	0.01%	890
2017 Q1	$34K	Hold	678	–	–	0.01%	844
2016 Q4	$34K	Sell	678 -200	-23%	-$10.1K	0.01%	1111
2016 Q3	$45K	Buy	878 +200	+29%	+$10.2K	0.01%	992
2016 Q2	$34K	Hold	678	–	–	0.01%	773
2016 Q1	$34K	Hold	678	–	–	0.01%	745
2015 Q4	$33K	Buy	+678	New	+$34K	0.01%	754
2014 Q4	–	Sell	-969	Closed	-$48K	–	2064
2014 Q3	$48K	Buy	+969	New	+$48.3K	0.01%	963

Other funds holding GNMA

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Next Financial Group's GNMA Position: Q1 2019 in Review

Next Financial Group sold out of iShares GNMA Bond ETF (GNMA) in Q1 2019, closing a stake of 602 shares — an estimated $29K sold.

Next Financial Group first reported a position in GNMA in Q3 2014 and held it in 10 quarters. The position peaked at $48K in Q3 2014. 42 funds tracked by Wall St. Rank hold GNMA as of Q1 2019.

Next Financial Group reported no remaining iShares GNMA Bond ETF position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 602 iShares GNMA Bond ETF shares in Q1 2019, an estimated $29K.
Next Financial Group first reported a position in iShares GNMA Bond ETF in Q3 2014 and held it in 10 quarters.
Next Financial Group's iShares GNMA Bond ETF position peaked at $48K in Q3 2014.
42 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.