NEXT Financial Holdings’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$82K	Buy	+1,549	New	+$80.9K	0.02%	592

Other funds holding IGSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

NEXT Financial Holdings opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2019: 1,549 shares worth $82K. The stake represents 0.02% of the portfolio and ranks #592 among its holdings.

578 funds tracked by Wall St. Rank hold IGSB as of Q1 2019.

NEXT Financial Holdings held 1,549 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $82K as of Q1 2019.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #592 holding.
578 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2019.

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