Gupta Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$392K	Sell	4,801 -1,302	-21%	-$103K	0.09%	160
2015 Q4	$492K	Sell	6,103 -2,146	-26%	-$178K	0.13%	146
2015 Q3	$687K	Sell	8,249 -454	-5%	-$39.3K	0.17%	112
2015 Q2	$773K	Sell	8,703 -1,929	-18%	-$174K	0.19%	108
2015 Q1	$963K	Buy	+10,632	New	+$962K	0.28%	84

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 21% in Q1 2016, selling an estimated $103K and leaving 4,801 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #160.

Gupta Wealth Management first reported a position in HYG in Q1 2015 and has held it in 5 quarters since. The position peaked at $963K in Q1 2015. 499 funds tracked by Wall St. Rank hold HYG as of Q1 2016.

Gupta Wealth Management held 4,801 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $392K as of Q1 2016.
Gupta Wealth Management sold 1,302 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2016, an estimated $103K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #160 holding.
Gupta Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $963K in Q1 2015.
499 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2016.

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