NFG
IBDD

Next Financial Group’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Next Financial Group’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-431
Closed -$12K – 2480
2019
Q4 		$12K Hold
431
– – ﹤0.01% 1726
2019
Q3 		$12K Hold
431
– – ﹤0.01% 1661
2019
Q2 		$12K Buy
+431
New +$11.4K ﹤0.01% 1642

Other funds holding IBDD

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FC
Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
COF
Capital One Financial Mclean, Virginia $141M AUM 2.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Next Financial Group's IBDD Position: Q1 2020 in Review

Next Financial Group sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2020, closing a stake of 431 shares — an estimated $12K sold.

Next Financial Group first reported a position in IBDD in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 24 funds tracked by Wall St. Rank hold IBDD as of Q1 2020.

  • Next Financial Group reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 431 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2020, an estimated $12K.
  • Next Financial Group first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2019 and held it in 3 quarters.
  • Next Financial Group's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $12K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.