NEXT Financial Holdings’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

NEXT Financial Holdings’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$186K	Buy	+1,704	New	+$183K	0.05%	379

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TAIM

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

NEXT Financial Holdings's AGG Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2019: 1,704 shares worth $186K. The stake represents 0.05% of the portfolio and ranks #379 among its holdings.

986 funds tracked by Wall St. Rank hold AGG as of Q1 2019.

NEXT Financial Holdings held 1,704 shares of iShares Core US Aggregate Bond ETF worth $186K as of Q1 2019.
iShares Core US Aggregate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Core US Aggregate Bond ETF made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #379 holding.
986 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.