Next Financial Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$29K	Buy	396 +219	+124%	+$15.8K	﹤0.01%	1731
2021 Q3	$13K	Hold	177	–	–	﹤0.01%	1955
2021 Q2	$13K	Hold	177	–	–	﹤0.01%	1895
2021 Q1	$12K	Hold	177	–	–	﹤0.01%	1828
2020 Q4	$14K	Hold	177	–	–	﹤0.01%	1664
2020 Q3	$13K	Buy	+177	New	+$13.6K	﹤0.01%	1547
2020 Q2	–	Sell	-198	Closed	-$14K	–	1203
2020 Q1	$14K	Hold	198	–	–	﹤0.01%	1400
2019 Q4	$13K	Hold	198	–	–	﹤0.01%	1674
2019 Q3	$14K	Hold	198	–	–	﹤0.01%	1577
2019 Q2	$13K	Buy	+198	New	+$12.5K	﹤0.01%	1600
2018 Q4	–	Sell	-28	Closed	-$2K	–	2016
2018 Q3	$2K	Buy	+28	New	+$1.68K	﹤0.01%	1311

Other funds holding ILTB

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SIAG

Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Next Financial Group increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 124% in Q4 2021, buying an estimated $15.8K and bringing the position to 396 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Next Financial Group first reported a position in ILTB in Q3 2018 and has held it in 11 quarters since. 75 funds tracked by Wall St. Rank hold ILTB as of Q4 2021.

Next Financial Group held 396 shares of iShares Core 10+ Year USD Bond ETF worth $29K as of Q4 2021.
Next Financial Group bought 219 iShares Core 10+ Year USD Bond ETF shares in Q4 2021, an estimated $15.8K.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1731 holding.
Next Financial Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2018 and has held it in 11 quarters since.
75 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q4 2021.

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