Gupta Wealth Management’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,180	Closed	-$36K	–	1204
2015 Q4	$36K	Hold	1,180	–	–	0.01%	498
2015 Q3	$37K	Hold	1,180	–	–	0.01%	515
2015 Q2	$37K	Hold	1,180	–	–	0.01%	536
2015 Q1	$37K	Buy	+1,180	New	+$38.2K	0.01%	454

Other funds holding IBND

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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Gupta Wealth Management sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2016, closing a stake of 1,180 shares — an estimated $36K sold.

Gupta Wealth Management first reported a position in IBND in Q1 2015 and held it in 4 quarters. The position peaked at $37K in Q3 2015. 56 funds tracked by Wall St. Rank hold IBND as of Q1 2016.

Gupta Wealth Management reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 1,180 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2016, an estimated $36K.
Gupta Wealth Management first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $37K in Q3 2015.
56 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2016.

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