Next Financial Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$167K	Buy	6,642 +635	+11%	+$16K	0.01%	961
2021 Q3	$152K	Buy	6,007 +48	+0.8%	+$1.22K	0.01%	948
2021 Q2	$151K	Hold	5,959	–	–	0.01%	930
2021 Q1	$152K	Hold	5,959	–	–	0.01%	870
2020 Q4	$152K	Buy	5,959 +14	+0.2%	+$358	0.01%	820
2020 Q3	$152K	Buy	+5,945	New	+$153K	0.02%	713
2020 Q2	–	Sell	-7,210	Closed	-$179K	–	2159
2020 Q1	$179K	Sell	7,210 -1,320	-15%	-$33.1K	0.02%	575
2019 Q4	$216K	Sell	8,530 -61	-0.7%	-$1.54K	0.02%	681
2019 Q3	$218K	Buy	8,591 +124	+1%	+$3.13K	0.02%	639
2019 Q2	$214K	Buy	+8,467	New	+$211K	0.02%	636
2019 Q1	–	Sell	-5,144	Closed	-$124K	–	2304
2018 Q4	$124K	Buy	+5,144	New	+$124K	0.03%	528

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

Next Financial Group increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 11% in Q4 2021, buying an estimated $16K and bringing the position to 6,642 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #961.

Next Financial Group first reported a position in IBDN in Q4 2018 and has held it in 11 quarters since. The position peaked at $218K in Q3 2019. 211 funds tracked by Wall St. Rank hold IBDN as of Q4 2021.

Next Financial Group held 6,642 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $167K as of Q4 2021.
Next Financial Group bought 635 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2021, an estimated $16K.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #961 holding.
Next Financial Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $218K in Q3 2019.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2021.

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