NEXT Financial Holdings’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$96K	Buy	+3,878	New	+$95.1K	0.02%	547

Other funds holding IBDM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

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

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2019: 3,878 shares worth $96K. The stake represents 0.02% of the portfolio and ranks #547 among its holdings.

149 funds tracked by Wall St. Rank hold IBDM as of Q1 2019.

NEXT Financial Holdings held 3,878 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $96K as of Q1 2019.
iShares iBonds Dec 2021 Term Corporate ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares iBonds Dec 2021 Term Corporate ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #547 holding.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2019.

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