Gupta Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Gupta Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$814K	Buy	9,437 +2,881	+44%	+$244K	0.19%	104
2015 Q4	$545K	Buy	6,556 +3,556	+119%	+$299K	0.14%	136
2015 Q3	$255K	Hold	3,000	–	–	0.06%	217
2015 Q2	$252K	Buy	+3,000	New	+$255K	0.06%	222

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

Gupta Wealth Management's BIV Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 44% in Q1 2016, buying an estimated $244K and bringing the position to 9,437 shares worth $814K. The position accounts for 0.19% of the portfolio, ranked #104.

Gupta Wealth Management first reported a position in BIV in Q2 2015 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold BIV as of Q1 2016.

Gupta Wealth Management held 9,437 shares of Vanguard Intermediate-Term Bond ETF worth $814K as of Q1 2016.
Gupta Wealth Management bought 2,881 Vanguard Intermediate-Term Bond ETF shares in Q1 2016, an estimated $244K.
Vanguard Intermediate-Term Bond ETF made up 0.19% of Gupta Wealth Management's portfolio in Q1 2016, its #104 holding.
Gupta Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2015 and has held it in 4 quarters since.
276 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.