Number of Shares
612,353.00
Current Holdings Value*
$51.51 Mil
% of Portfolio
13.87%
Total Estimate Gain
$-796,058.90
% of Total Estimate Gain
-1.55%

NEXT Financial Holdings's iShares 1-3 Year Treasury Bond ETF Holding Summary

As of 2019-03-31, NEXT Financial Holdings held 612,353.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $51.51 Mil. This investment constitutes 13.87% of their stock portfolio, and NEXT Financial Holdings now holds 0.23% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.

The initial trade took place in 2019Q1. Based on historical transaction data and SHY's current price of $82.41, NEXT Financial Holdings's estimated gain on his SHY holdings is $-796,058.90, reflecting a -1.55% gain to date.

NEXT Financial Holdings SHY ($82.41) Holding Chart

NEXT Financial Holdings SHY ($82.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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