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Gupta Wealth Management’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Gupta Wealth Management’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$78K Sell
699
-101
-13% -$11.2K 0.02% 369
2015
Q4 		$88K Hold
800
– – 0.02% 339
2015
Q3 		$89K Buy
800
+101
+14% +$11.2K 0.02% 355
2015
Q2 		$77K Hold
699
– – 0.02% 385
2015
Q1 		$78K Buy
+699
New +$77.9K 0.02% 333

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 13% in Q1 2016, selling an estimated $11.2K and leaving 699 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #369.

Gupta Wealth Management first reported a position in GVI in Q1 2015 and has held it in 5 quarters since. The position peaked at $89K in Q3 2015. 129 funds tracked by Wall St. Rank hold GVI as of Q1 2016.

  • Gupta Wealth Management held 699 shares of iShares Intermediate Government/Credit Bond ETF worth $78K as of Q1 2016.
  • Gupta Wealth Management sold 101 iShares Intermediate Government/Credit Bond ETF shares in Q1 2016, an estimated $11.2K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #369 holding.
  • Gupta Wealth Management first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares Intermediate Government/Credit Bond ETF position peaked at $89K in Q3 2015.
  • 129 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q1 2016.

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