NEXT Financial Holdings’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$21K	Buy	+206	New	+$20.4K	0.01%	957

Other funds holding STIP

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

PCA

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

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2019: 206 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #957 among its holdings.

235 funds tracked by Wall St. Rank hold STIP as of Q1 2019.

NEXT Financial Holdings held 206 shares of iShares 0-5 Year TIPS Bond ETF worth $21K as of Q1 2019.
iShares 0-5 Year TIPS Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #957 holding.
235 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2019.

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