NEXT Financial Holdings’s iShares Short Maturity Bond ETF NEAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$11.2M	Buy	+222,153	New	+$11.1M	2.83%	4

Other funds holding NEAR

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2019: 222,153 shares worth $11.2M. The stake represents 2.83% of the portfolio and ranks #4 among its holdings.

309 funds tracked by Wall St. Rank hold NEAR as of Q1 2019.

NEXT Financial Holdings held 222,153 shares of iShares Short Maturity Bond ETF worth $11.2M as of Q1 2019.
iShares Short Maturity Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Short Maturity Bond ETF made up 2.83% of NEXT Financial Holdings's portfolio in Q1 2019, its #4 holding.
309 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2019.

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