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NEXT Financial Holdings’s iShares MBS ETF MBB Stock Holding History

NEXT Financial Holdings’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$61K Buy
+578
New +$60.8K 0.02% 673

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares MBS ETF (MBB) in Q1 2019: 578 shares worth $61K. The stake represents 0.02% of the portfolio and ranks #673 among its holdings.

389 funds tracked by Wall St. Rank hold MBB as of Q1 2019.

  • NEXT Financial Holdings held 578 shares of iShares MBS ETF worth $61K as of Q1 2019.
  • iShares MBS ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares MBS ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #673 holding.
  • 389 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2019.

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