NEXT Financial Holdings’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$537K	Buy	+4,244	New	+$516K	0.14%	104

Other funds holding TLT

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

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

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2019: 4,244 shares worth $537K. The stake represents 0.14% of the portfolio and ranks #104 among its holdings.

437 funds tracked by Wall St. Rank hold TLT as of Q1 2019.

NEXT Financial Holdings held 4,244 shares of iShares 20+ Year Treasury Bond ETF worth $537K as of Q1 2019.
iShares 20+ Year Treasury Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares 20+ Year Treasury Bond ETF made up 0.14% of NEXT Financial Holdings's portfolio in Q1 2019, its #104 holding.
437 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2019.

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