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Gupta Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Gupta Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,026
Closed -$54K – 1285
2015
Q1 		$54K Buy
+1,026
New +$54K 0.02% 391

Other funds holding IGSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Gupta Wealth Management's IGSB Position: Q2 2015 in Review

Gupta Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2015, closing a stake of 1,026 shares — an estimated $54K sold.

Gupta Wealth Management first reported a position in IGSB in Q1 2015 and held it in 1 quarter. The position peaked at $54K in Q1 2015. 418 funds tracked by Wall St. Rank hold IGSB as of Q2 2015.

  • Gupta Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,026 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2015, an estimated $54K.
  • Gupta Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $54K in Q1 2015.
  • 418 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.