NEXT Financial Holdings’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$453K	Buy	+4,009	New	+$445K	0.11%	137

Other funds holding TIP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

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

NEXT Financial Holdings opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2019: 4,009 shares worth $453K. The stake represents 0.11% of the portfolio and ranks #137 among its holdings.

825 funds tracked by Wall St. Rank hold TIP as of Q1 2019.

NEXT Financial Holdings held 4,009 shares of iShares TIPS Bond ETF worth $453K as of Q1 2019.
iShares TIPS Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares TIPS Bond ETF made up 0.11% of NEXT Financial Holdings's portfolio in Q1 2019, its #137 holding.
825 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2019.

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