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Gupta Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Gupta Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$60K Hold
600
– – 0.01% 411
2015
Q4 		$59K Sell
600
-500
-45% -$49.6K 0.02% 401
2015
Q3 		$109K Hold
1,100
– – 0.03% 333
2015
Q2 		$110K Hold
1,100
– – 0.03% 336
2015
Q1 		$109K Buy
+1,100
New +$109K 0.03% 294

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 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

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

Gupta Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2016 at 600 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #411.

Gupta Wealth Management first reported a position in STIP in Q1 2015 and has held it in 5 quarters since. The position peaked at $110K in Q2 2015. 71 funds tracked by Wall St. Rank hold STIP as of Q1 2016.

  • Gupta Wealth Management held 600 shares of iShares 0-5 Year TIPS Bond ETF worth $60K as of Q1 2016.
  • Gupta Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2016.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #411 holding.
  • Gupta Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $110K in Q2 2015.
  • 71 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2016.

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