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Next Financial Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Next Financial Group’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$5.01M Buy
187,918
+99,745
+113% +$2.64M 0.33% 54
2021
Q3 		$2.34M Sell
88,173
-5,636
-6% -$151K 0.18% 128
2021
Q2 		$2.5M Sell
93,809
-38,067
-29% -$1M 0.2% 118
2021
Q1 		$3.45M Buy
131,876
+106,911
+428% +$2.86M 0.31% 67
2020
Q4 		$680K Sell
24,965
-25,293
-50% -$698K 0.07% 293
2020
Q3 		$1.4M Buy
50,258
+1,053
+2% +$29.5K 0.15% 144
2020
Q2 		$1.38M Buy
49,205
+1,876
+4% +$52.5K 0.16% 154
2020
Q1 		$1.33M Buy
47,329
+27,972
+145% +$751K 0.17% 130
2019
Q4 		$502K Sell
19,357
-358
-2% -$9.35K 0.05% 373
2019
Q3 		$519K Buy
19,715
+12,061
+158% +$315K 0.06% 345
2019
Q2 		$198K Buy
+7,654
New +$194K 0.02% 666
2019
Q1 		– Sell
-573
Closed -$14K – 1820
2018
Q4 		$14K Buy
+573
New +$13.9K ﹤0.01% 1225
2015
Q1 		– Sell
-10,080
Closed -$254K – 1883
2014
Q4 		$254K Hold
10,080
– – 0.08% 256
2014
Q3 		$250K Buy
+10,080
New +$250K 0.05% 392

Other funds holding GOVT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

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

Next Financial Group increased its iShares US Treasury Bond ETF (GOVT) stake by 113% in Q4 2021, buying an estimated $2.64M and bringing the position to 187,918 shares worth $5.01M. The position accounts for 0.33% of the portfolio, ranked #54.

Next Financial Group first reported a position in GOVT in Q3 2014 and has held it in 14 quarters since. 593 funds tracked by Wall St. Rank hold GOVT as of Q4 2021.

  • Next Financial Group held 187,918 shares of iShares US Treasury Bond ETF worth $5.01M as of Q4 2021.
  • Next Financial Group bought 99,745 iShares US Treasury Bond ETF shares in Q4 2021, an estimated $2.64M.
  • iShares US Treasury Bond ETF made up 0.33% of Next Financial Group's portfolio in Q4 2021, its #54 holding.
  • Next Financial Group first reported a position in iShares US Treasury Bond ETF in Q3 2014 and has held it in 14 quarters since.
  • 593 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2021.

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