Gupta Wealth Management’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$10K	Hold	193	–	–	﹤0.01%	861
2015 Q4	$10K	Sell	193 -74	-28%	-$3.78K	﹤0.01%	888
2015 Q3	$14K	Hold	267	–	–	﹤0.01%	818
2015 Q2	$13K	Hold	267	–	–	﹤0.01%	843
2015 Q1	$14K	Buy	+267	New	+$14K	﹤0.01%	689

Other funds holding QLTA

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Gupta Wealth Management held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q1 2016 at 193 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Gupta Wealth Management first reported a position in QLTA in Q1 2015 and has held it in 5 quarters since. The position peaked at $14K in Q3 2015. 31 funds tracked by Wall St. Rank hold QLTA as of Q1 2016.

Gupta Wealth Management held 193 shares of iShares AAA-A Rated Corporate Bond ETF worth $10K as of Q1 2016.
Gupta Wealth Management left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q1 2016.
iShares AAA-A Rated Corporate Bond ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #861 holding.
Gupta Wealth Management first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares AAA-A Rated Corporate Bond ETF position peaked at $14K in Q3 2015.
31 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q1 2016.

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