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Next Financial Group’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Next Financial Group’s Portfolio IGBH Stock Details IGBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$6K Buy
+242
New +$6.09K ﹤0.01% 2366

Other funds holding IGBH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Next Financial Group opened a new position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2021: 242 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2366 among its holdings.

60 funds tracked by Wall St. Rank hold IGBH as of Q4 2021.

  • Next Financial Group held 242 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $6K as of Q4 2021.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF was a new Next Financial Group position in Q4 2021.
  • iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2366 holding.
  • 60 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2021.

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