Next Financial Group’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-580	Closed	-$15K	–	2169
2018 Q3	$15K	Buy	+580	New	+$14.7K	0.01%	885
2017 Q4	–	Sell	-580	Closed	-$15K	–	1643
2017 Q3	$15K	Hold	580	–	–	﹤0.01%	1078
2017 Q2	$15K	Hold	580	–	–	﹤0.01%	1194
2017 Q1	$15K	Hold	580	–	–	﹤0.01%	1147
2016 Q4	$15K	Buy	+580	New	+$14.8K	﹤0.01%	1497

Other funds holding IBMH

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RJFSA

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Next Financial Group's IBMH Position: Q4 2018 in Review

Next Financial Group sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q4 2018, closing a stake of 580 shares — an estimated $15K sold.

Next Financial Group first reported a position in IBMH in Q4 2016 and held it in 5 quarters. The position peaked at $15K in Q3 2018. 101 funds tracked by Wall St. Rank hold IBMH as of Q4 2018.

Next Financial Group reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 580 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q4 2018, an estimated $15K.
Next Financial Group first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2016 and held it in 5 quarters.
Next Financial Group's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $15K in Q3 2018.
101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.