NEXT Financial Holdings’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$4.1M	Buy	+38,410	New	+$4.02M	1.04%	8

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2019: 38,410 shares worth $4.1M. The stake represents 1.04% of the portfolio and ranks #8 among its holdings.

448 funds tracked by Wall St. Rank hold IEF as of Q1 2019.

NEXT Financial Holdings held 38,410 shares of iShares 7-10 Year Treasury Bond ETF worth $4.1M as of Q1 2019.
iShares 7-10 Year Treasury Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares 7-10 Year Treasury Bond ETF made up 1.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #8 holding.
448 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2019.

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