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Gupta Wealth Management’s iShares MBS ETF MBB Stock Holding History

Gupta Wealth Management’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$33K Hold
300
– – 0.01% 541
2015
Q4 		$32K Hold
300
– – 0.01% 542
2015
Q3 		$33K Sell
300
-33
-10% -$3.6K 0.01% 538
2015
Q2 		$36K Buy
333
+33
+11% +$3.62K 0.01% 543
2015
Q1 		$33K Buy
+300
New +$33K 0.01% 480

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gupta Wealth Management held its iShares MBS ETF (MBB) position steady in Q1 2016 at 300 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #541.

Gupta Wealth Management first reported a position in MBB in Q1 2015 and has held it in 5 quarters since. The position peaked at $36K in Q2 2015. 270 funds tracked by Wall St. Rank hold MBB as of Q1 2016.

  • Gupta Wealth Management held 300 shares of iShares MBS ETF worth $33K as of Q1 2016.
  • Gupta Wealth Management left its iShares MBS ETF share count unchanged in Q1 2016.
  • iShares MBS ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #541 holding.
  • Gupta Wealth Management first reported a position in iShares MBS ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares MBS ETF position peaked at $36K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2016.

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