Gupta Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$385K	Buy	7,067 +496	+8%	+$26.7K	0.09%	164
2015 Q4	$347K	Buy	6,571 +6,315	+2,467%	+$335K	0.09%	171
2015 Q3	$14K	Hold	256	–	–	﹤0.01%	805
2015 Q2	$13K	Sell	256 -27	-10%	-$1.43K	﹤0.01%	836
2015 Q1	$15K	Buy	+283	New	+$15.2K	﹤0.01%	671

Other funds holding BNDX

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Gupta Wealth Management increased its Vanguard Total International Bond ETF (BNDX) stake by 7.5% in Q1 2016, buying an estimated $26.7K and bringing the position to 7,067 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #164.

Gupta Wealth Management first reported a position in BNDX in Q1 2015 and has held it in 5 quarters since. 227 funds tracked by Wall St. Rank hold BNDX as of Q1 2016.

Gupta Wealth Management held 7,067 shares of Vanguard Total International Bond ETF worth $385K as of Q1 2016.
Gupta Wealth Management bought 496 Vanguard Total International Bond ETF shares in Q1 2016, an estimated $26.7K.
Vanguard Total International Bond ETF made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #164 holding.
Gupta Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2015 and has held it in 5 quarters since.
227 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2016.

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