NEXT Financial Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$51.5M	Buy	+612,353	New	+$51.3M	13.05%	1

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

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

NEXT Financial Holdings opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2019: 612,353 shares worth $51.5M. The stake represents 13.05% of the portfolio and ranks #1 among its holdings.

675 funds tracked by Wall St. Rank hold SHY as of Q1 2019.

NEXT Financial Holdings held 612,353 shares of iShares 1-3 Year Treasury Bond ETF worth $51.5M as of Q1 2019.
iShares 1-3 Year Treasury Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares 1-3 Year Treasury Bond ETF made up 13.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #1 holding.
675 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2019.

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