NEXT Financial Holdings’s Vanguard Long-Term Bond ETF BLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$3.32M	Buy	+36,038	New	+$3.2M	0.84%	12

Other funds holding BLV

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

BCMIO

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

TAIM

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q1 2019: 36,038 shares worth $3.32M. The stake represents 0.84% of the portfolio and ranks #12 among its holdings.

170 funds tracked by Wall St. Rank hold BLV as of Q1 2019.

NEXT Financial Holdings held 36,038 shares of Vanguard Long-Term Bond ETF worth $3.32M as of Q1 2019.
Vanguard Long-Term Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Long-Term Bond ETF made up 0.84% of NEXT Financial Holdings's portfolio in Q1 2019, its #12 holding.
170 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2019.

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