GWM
ILTB icon

Gupta Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Gupta Wealth Management’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$147K Buy
2,351
+118
+5% +$7.13K 0.03% 280
2015
Q4 		$131K Hold
2,233
– – 0.03% 293
2015
Q3 		$133K Hold
2,233
– – 0.03% 304
2015
Q2 		$132K Hold
2,233
– – 0.03% 309
2015
Q1 		$145K Buy
+2,233
New +$145K 0.04% 262

Other funds holding ILTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Gupta Wealth Management increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 5.3% in Q1 2016, buying an estimated $7.13K and bringing the position to 2,351 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #280.

Gupta Wealth Management first reported a position in ILTB in Q1 2015 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold ILTB as of Q1 2016.

  • Gupta Wealth Management held 2,351 shares of iShares Core 10+ Year USD Bond ETF worth $147K as of Q1 2016.
  • Gupta Wealth Management bought 118 iShares Core 10+ Year USD Bond ETF shares in Q1 2016, an estimated $7.13K.
  • iShares Core 10+ Year USD Bond ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #280 holding.
  • Gupta Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2016.

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