NFG
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Next Financial Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Next Financial Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$179K Buy
1,620
+665
+70% +$73.4K 0.01% 943
2021
Q3 		$105K Buy
955
+673
+239% +$74.4K 0.01% 1091
2021
Q2 		$31K Sell
282
-163
-37% -$18K ﹤0.01% 1591
2021
Q1 		$49K Sell
445
-3,932
-90% -$435K ﹤0.01% 1292
2020
Q4 		$484K Buy
4,377
+3,416
+355% +$378K 0.05% 381
2020
Q3 		$107K Sell
961
-1,142
-54% -$126K 0.01% 838
2020
Q2 		$233K Sell
2,103
-334
-14% -$37K 0.03% 484
2020
Q1 		$270K Buy
2,437
+2,100
+623% +$232K 0.03% 453
2019
Q4 		$37K Hold
337
– – ﹤0.01% 1315
2019
Q3 		$37K Buy
337
+230
+215% +$25.4K ﹤0.01% 1237
2019
Q2 		$12K Buy
+107
New +$11.8K ﹤0.01% 1633
2019
Q1 		– Sell
-107
Closed -$12K – 2060
2018
Q4 		$12K Buy
+107
New +$11.8K ﹤0.01% 1285
2017
Q1 		– Sell
-13
Closed -$1K – 2231
2016
Q4 		$1K Hold
13
– – ﹤0.01% 2313
2016
Q3 		$1K Buy
+13
New +$1.44K ﹤0.01% 2307
2015
Q1 		– Sell
-60
Closed -$7K – 1952
2014
Q4 		$7K Sell
60
-70
-54% -$7.72K ﹤0.01% 1399
2014
Q3 		$14K Buy
130
+70
+117% +$7.72K ﹤0.01% 1608
2014
Q2 		$7K Buy
+60
New +$6.62K ﹤0.01% 856

Other funds holding SHV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Next Financial Group increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 70% in Q4 2021, buying an estimated $73.4K and bringing the position to 1,620 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #943.

Next Financial Group first reported a position in SHV in Q2 2014 and has held it in 17 quarters since. The position peaked at $484K in Q4 2020. 463 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

  • Next Financial Group held 1,620 shares of iShares 0-1 Year Treasury Bond ETF worth $179K as of Q4 2021.
  • Next Financial Group bought 665 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $73.4K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #943 holding.
  • Next Financial Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2014 and has held it in 17 quarters since.
  • Next Financial Group's iShares 0-1 Year Treasury Bond ETF position peaked at $484K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

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