Next Financial Group’s ISHARES TARGET DATE 2025 ETF TZI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-900	Closed	-$38K	–	2667
2014 Q3	$38K	Buy	+900	New	+$38K	0.01%	1093

Next Financial Group's TZI Position: Q4 2014 in Review

Next Financial Group sold out of ISHARES TARGET DATE 2025 ETF (TZI) in Q4 2014, closing a stake of 900 shares — an estimated $38K sold.

Next Financial Group first reported a position in TZI in Q3 2014 and held it in 1 quarter. The position peaked at $38K in Q3 2014. 0 funds tracked by Wall St. Rank hold TZI as of Q4 2014.

Next Financial Group reported no remaining ISHARES TARGET DATE 2025 ETF position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 900 ISHARES TARGET DATE 2025 ETF shares in Q4 2014, an estimated $38K.
Next Financial Group first reported a position in ISHARES TARGET DATE 2025 ETF in Q3 2014 and held it in 1 quarter.
Next Financial Group's ISHARES TARGET DATE 2025 ETF position peaked at $38K in Q3 2014.
0 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2025 ETF as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.