Next Financial Group’s Xtrackers Barclays International Treasury Bond Hedged ETF IGVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-205	Closed	-$11K	–	2492
2019 Q2	$11K	Buy	205 +1	+0.5%	+$51	﹤0.01%	1669
2019 Q1	$10K	Sell	204 -122	-37%	-$6.05K	﹤0.01%	1125
2018 Q4	$16K	Sell	326 -72	-18%	-$3.52K	﹤0.01%	1190
2018 Q3	$19K	Buy	+398	New	+$19.5K	0.01%	812

Other funds holding IGVT

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Next Financial Group's IGVT Position: Q3 2019 in Review

Next Financial Group sold out of Xtrackers Barclays International Treasury Bond Hedged ETF (IGVT) in Q3 2019, closing a stake of 205 shares — an estimated $11K sold.

Next Financial Group first reported a position in IGVT in Q3 2018 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 8 funds tracked by Wall St. Rank hold IGVT as of Q3 2019.

Next Financial Group reported no remaining Xtrackers Barclays International Treasury Bond Hedged ETF position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 205 Xtrackers Barclays International Treasury Bond Hedged ETF shares in Q3 2019, an estimated $11K.
Next Financial Group first reported a position in Xtrackers Barclays International Treasury Bond Hedged ETF in Q3 2018 and held it in 4 quarters.
Next Financial Group's Xtrackers Barclays International Treasury Bond Hedged ETF position peaked at $19K in Q3 2018.
8 funds tracked by Wall St. Rank held Xtrackers Barclays International Treasury Bond Hedged ETF as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.