Next Financial Group’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-454	Closed	-$11K	–	2614
2019 Q3	$11K	Hold	454	–	–	﹤0.01%	1692
2019 Q2	$11K	Buy	+454	New	+$11.3K	﹤0.01%	1672

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Next Financial Group's IBDK Position: Q4 2019 in Review

Next Financial Group sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 454 shares — an estimated $11K sold.

Next Financial Group first reported a position in IBDK in Q2 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Next Financial Group reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 454 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $11K.
Next Financial Group first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
Next Financial Group's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $11K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.