NEXT Financial Holdings’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$102K	Buy	+2,194	New	+$101K	0.03%	529

Other funds holding SHYG

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2019: 2,194 shares worth $102K. The stake represents 0.03% of the portfolio and ranks #529 among its holdings.

245 funds tracked by Wall St. Rank hold SHYG as of Q1 2019.

NEXT Financial Holdings held 2,194 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $102K as of Q1 2019.
iShares 0-5 Year High Yield Corporate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares 0-5 Year High Yield Corporate Bond ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #529 holding.
245 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2019.

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