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Gupta Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Gupta Wealth Management’s Portfolio BLV Stock Details BLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$928K Buy
9,972
+230
+2% +$20.7K 0.22% 96
2015
Q4 		$846K Buy
9,742
+9,687
+17,613% +$858K 0.22% 98
2015
Q3 		$5K Hold
55
– – ﹤0.01% 1037
2015
Q2 		$5K Hold
55
– – ﹤0.01% 1012
2015
Q1 		$5K Buy
+55
New +$5.3K ﹤0.01% 886

Other funds holding BLV

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Gupta Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.4% in Q1 2016, buying an estimated $20.7K and bringing the position to 9,972 shares worth $928K. The position accounts for 0.22% of the portfolio, ranked #96.

Gupta Wealth Management first reported a position in BLV in Q1 2015 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold BLV as of Q1 2016.

  • Gupta Wealth Management held 9,972 shares of Vanguard Long-Term Bond ETF worth $928K as of Q1 2016.
  • Gupta Wealth Management bought 230 Vanguard Long-Term Bond ETF shares in Q1 2016, an estimated $20.7K.
  • Vanguard Long-Term Bond ETF made up 0.22% of Gupta Wealth Management's portfolio in Q1 2016, its #96 holding.
  • Gupta Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2016.

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