NEXT Financial Holdings’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$53K	Buy	+2,129	New	+$51.9K	0.01%	715

Other funds holding IBDP

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2019: 2,129 shares worth $53K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings.

81 funds tracked by Wall St. Rank hold IBDP as of Q1 2019.

NEXT Financial Holdings held 2,129 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $53K as of Q1 2019.
iShares iBonds Dec 2024 Term Corporate ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #715 holding.
81 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2019.

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