NFG
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Next Financial Group’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

Next Financial Group’s Portfolio HYBB Stock Details HYBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$107K Buy
2,061
+374
+22% +$19.4K 0.01% 1131
2021
Q3 		$88K Buy
+1,687
New +$88.5K 0.01% 1171

Other funds holding HYBB

RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Next Financial Group increased its iShares BB Rated Corporate Bond ETF (HYBB) stake by 22% in Q4 2021, buying an estimated $19.4K and bringing the position to 2,061 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #1131.

Next Financial Group first reported a position in HYBB in Q3 2021 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold HYBB as of Q4 2021.

  • Next Financial Group held 2,061 shares of iShares BB Rated Corporate Bond ETF worth $107K as of Q4 2021.
  • Next Financial Group bought 374 iShares BB Rated Corporate Bond ETF shares in Q4 2021, an estimated $19.4K.
  • iShares BB Rated Corporate Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1131 holding.
  • Next Financial Group first reported a position in iShares BB Rated Corporate Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q4 2021.

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