NEXT Financial Holdings’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$197K	Buy	+1,657	New	+$192K	0.05%	371

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

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

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

CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2019: 1,657 shares worth $197K. The stake represents 0.05% of the portfolio and ranks #371 among its holdings.

775 funds tracked by Wall St. Rank hold LQD as of Q1 2019.

NEXT Financial Holdings held 1,657 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $197K as of Q1 2019.
iShares iBoxx $ Investment Grade Corporate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #371 holding.
775 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2019.

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