Gupta Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$20.3M	Buy	170,642 +11,841	+7%	+$1.36M	4.75%	2
2015 Q4	$18.1M	Buy	158,801 +1,982	+1%	+$229K	4.6%	1
2015 Q3	$18.2M	Buy	156,819 +22,020	+16%	+$2.55M	4.44%	1
2015 Q2	$15.6M	Buy	134,799 +47,628	+55%	+$5.64M	3.83%	1
2015 Q1	$10.6M	Buy	+87,171	New	+$10.6M	3.12%	4

Other funds holding LQD

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

WIM

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

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

Gupta Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7.5% in Q1 2016, buying an estimated $1.36M and bringing the position to 170,642 shares worth $20.3M. The position accounts for 4.75% of the portfolio, ranked #2.

Gupta Wealth Management first reported a position in LQD in Q1 2015 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold LQD as of Q1 2016.

Gupta Wealth Management held 170,642 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $20.3M as of Q1 2016.
Gupta Wealth Management bought 11,841 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2016, an estimated $1.36M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 4.75% of Gupta Wealth Management's portfolio in Q1 2016, its #2 holding.
Gupta Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 5 quarters since.
597 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2016.

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