NEXT Financial Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$20K	Buy	+166	New	+$20.2K	0.01%	961

Other funds holding IEI

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

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

NEXT Financial Holdings opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2019: 166 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #961 among its holdings.

366 funds tracked by Wall St. Rank hold IEI as of Q1 2019.

NEXT Financial Holdings held 166 shares of iShares 3-7 Year Treasury Bond ETF worth $20K as of Q1 2019.
iShares 3-7 Year Treasury Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #961 holding.
366 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2019.

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