NEXT Financial Holdings’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$219K	Buy	+4,356	New	+$219K	0.06%	335

Other funds holding TFLO

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

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

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

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in iShares Treasury Floating Rate Bond ETF (TFLO) in Q1 2019: 4,356 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #335 among its holdings.

63 funds tracked by Wall St. Rank hold TFLO as of Q1 2019.

NEXT Financial Holdings held 4,356 shares of iShares Treasury Floating Rate Bond ETF worth $219K as of Q1 2019.
iShares Treasury Floating Rate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Treasury Floating Rate Bond ETF made up 0.06% of NEXT Financial Holdings's portfolio in Q1 2019, its #335 holding.
63 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q1 2019.

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