Next Financial Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Hold	55	–	–	﹤0.01%	2823
2021 Q3	$1K	Hold	55	–	–	﹤0.01%	2704
2021 Q2	$1K	Hold	55	–	–	﹤0.01%	2586
2021 Q1	$1K	Hold	55	–	–	﹤0.01%	2486
2020 Q4	$1K	Hold	55	–	–	﹤0.01%	2321
2020 Q3	$1K	Buy	+55	New	+$1.46K	﹤0.01%	2154
2020 Q2	–	Sell	-110	Closed	-$3K	–	1949
2020 Q1	$3K	Sell	110 -6,959	-98%	-$177K	﹤0.01%	1874
2019 Q4	$182K	Sell	7,069 -264	-4%	-$6.77K	0.02%	733
2019 Q3	$188K	Hold	7,333	–	–	0.02%	699
2019 Q2	$187K	Buy	7,333 +5,204	+244%	+$130K	0.02%	691
2019 Q1	$53K	Sell	2,129 -5,094	-71%	-$124K	0.01%	715
2018 Q4	$173K	Buy	7,223 +4,492	+164%	+$107K	0.04%	421
2018 Q3	$66K	Buy	+2,731	New	+$65.9K	0.03%	475

Other funds holding IBDP

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Next Financial Group held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q4 2021 at 55 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Next Financial Group first reported a position in IBDP in Q3 2018 and has held it in 13 quarters since. The position peaked at $188K in Q3 2019. 182 funds tracked by Wall St. Rank hold IBDP as of Q4 2021.

Next Financial Group held 55 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $1K as of Q4 2021.
Next Financial Group left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q4 2021.
iShares iBonds Dec 2024 Term Corporate ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2823 holding.
Next Financial Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2018 and has held it in 13 quarters since.
Next Financial Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $188K in Q3 2019.
182 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2021.

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