NEXT Financial Holdings’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$69K	Buy	+2,789	New	+$67.9K	0.02%	644

Other funds holding IYLD

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2019: 2,789 shares worth $69K. The stake represents 0.02% of the portfolio and ranks #644 among its holdings.

58 funds tracked by Wall St. Rank hold IYLD as of Q1 2019.

NEXT Financial Holdings held 2,789 shares of iShares Morningstar Multi-Asset Income ETF worth $69K as of Q1 2019.
iShares Morningstar Multi-Asset Income ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Morningstar Multi-Asset Income ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #644 holding.
58 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2019.

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