Next Financial Group’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,177	Closed	-$101K	–	3043
2021 Q3	$101K	Buy	4,177 +2	+0%	+$48	0.01%	1106
2021 Q2	$101K	Sell	4,175 -282	-6%	-$6.82K	0.01%	1107
2021 Q1	$108K	Sell	4,457 -308	-6%	-$7.46K	0.01%	1001
2020 Q4	$116K	Buy	4,765 +13	+0.3%	+$315	0.01%	900
2020 Q3	$115K	Buy	+4,752	New	+$114K	0.01%	806
2020 Q2	–	Sell	-4,825	Closed	-$111K	–	2079
2020 Q1	$111K	Buy	+4,825	New	+$118K	0.01%	732

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

Next Financial Group sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2021, closing a stake of 4,177 shares — an estimated $101K sold.

Next Financial Group first reported a position in IBHA in Q1 2020 and held it in 6 quarters. The position peaked at $116K in Q4 2020. 0 funds tracked by Wall St. Rank hold IBHA as of Q4 2021.

Next Financial Group reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 4,177 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2021, an estimated $101K.
Next Financial Group first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q1 2020 and held it in 6 quarters.
Next Financial Group's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $116K in Q4 2020.
0 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2021.

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