GWM
SHY icon

Gupta Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gupta Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$17K Hold
200
– – ﹤0.01% 711
2015
Q4 		$17K Sell
200
-757
-79% -$64.1K ﹤0.01% 712
2015
Q3 		$81K Sell
957
-386
-29% -$32.7K 0.02% 372
2015
Q2 		$114K Buy
1,343
+1,143
+572% +$96.9K 0.03% 328
2015
Q1 		$17K Buy
+200
New +$16.9K 0.01% 641

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CC
Capital Counsel New York $2.56B AUM 28.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gupta Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2016 at 200 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Gupta Wealth Management first reported a position in SHY in Q1 2015 and has held it in 5 quarters since. The position peaked at $114K in Q2 2015. 439 funds tracked by Wall St. Rank hold SHY as of Q1 2016.

  • Gupta Wealth Management held 200 shares of iShares 1-3 Year Treasury Bond ETF worth $17K as of Q1 2016.
  • Gupta Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2016.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #711 holding.
  • Gupta Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $114K in Q2 2015.
  • 439 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2016.

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