NEXT Financial Holdings’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$3.32M	Buy	+39,589	New	+$3.26M	0.84%	11

Other funds holding BIV

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $39.3M AUM 1.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

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

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

NEXT Financial Holdings opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2019: 39,589 shares worth $3.32M. The stake represents 0.84% of the portfolio and ranks #11 among its holdings.

396 funds tracked by Wall St. Rank hold BIV as of Q1 2019.

NEXT Financial Holdings held 39,589 shares of Vanguard Intermediate-Term Bond ETF worth $3.32M as of Q1 2019.
Vanguard Intermediate-Term Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Intermediate-Term Bond ETF made up 0.84% of NEXT Financial Holdings's portfolio in Q1 2019, its #11 holding.
396 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2019.

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