Gupta Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$13.3M	Buy	120,940 +21,077	+21%	+$2.3M	3.13%	5
2015 Q4	$10.5M	Buy	99,863 +31,045	+45%	+$3.31M	2.68%	6
2015 Q3	$7.42M	Buy	68,818 +35,938	+109%	+$3.82M	1.81%	11
2015 Q2	$3.45M	Buy	32,880 +32,238	+5,021%	+$3.43M	0.85%	28
2015 Q1	$70K	Buy	+642	New	+$69.3K	0.02%	351

Other funds holding IEF

WIM

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

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

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Gupta Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q1 2016, buying an estimated $2.3M and bringing the position to 120,940 shares worth $13.3M. The position accounts for 3.13% of the portfolio, ranked #5.

Gupta Wealth Management first reported a position in IEF in Q1 2015 and has held it in 5 quarters since. 344 funds tracked by Wall St. Rank hold IEF as of Q1 2016.

Gupta Wealth Management held 120,940 shares of iShares 7-10 Year Treasury Bond ETF worth $13.3M as of Q1 2016.
Gupta Wealth Management bought 21,077 iShares 7-10 Year Treasury Bond ETF shares in Q1 2016, an estimated $2.3M.
iShares 7-10 Year Treasury Bond ETF made up 3.13% of Gupta Wealth Management's portfolio in Q1 2016, its #5 holding.
Gupta Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2015 and has held it in 5 quarters since.
344 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2016.

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