Gupta Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$680K	Buy	8,211 +1,162	+16%	+$95.1K	0.16%	117
2015 Q4	$569K	Sell	7,049 -7,116	-50%	-$579K	0.14%	131
2015 Q3	$1.16M	Buy	14,165 +65	+0.5%	+$5.3K	0.28%	76
2015 Q2	$1.15M	Sell	14,100 -121	-0.9%	-$9.95K	0.28%	81
2015 Q1	$1.19M	Buy	+14,221	New	+$1.18M	0.35%	70

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFRM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Gupta Wealth Management increased its Vanguard Total Bond Market (BND) stake by 16% in Q1 2016, buying an estimated $95.1K and bringing the position to 8,211 shares worth $680K. The position accounts for 0.16% of the portfolio, ranked #117.

Gupta Wealth Management first reported a position in BND in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2015. 500 funds tracked by Wall St. Rank hold BND as of Q1 2016.

Gupta Wealth Management held 8,211 shares of Vanguard Total Bond Market worth $680K as of Q1 2016.
Gupta Wealth Management bought 1,162 Vanguard Total Bond Market shares in Q1 2016, an estimated $95.1K.
Vanguard Total Bond Market made up 0.16% of Gupta Wealth Management's portfolio in Q1 2016, its #117 holding.
Gupta Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Total Bond Market position peaked at $1.19M in Q1 2015.
500 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2016.

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