Gupta Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$324K	Sell	3,050 -50	-2%	-$5.31K	0.08%	184
2015 Q4	$328K	Buy	3,100 +400	+15%	+$42.4K	0.08%	179
2015 Q3	$286K	Sell	2,700 -500	-16%	-$52.9K	0.07%	191
2015 Q2	$338K	Sell	3,200 -178	-5%	-$18.8K	0.08%	188
2015 Q1	$357K	Buy	+3,378	New	+$358K	0.11%	155

Other funds holding SUB

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.6% in Q1 2016, selling an estimated $5.31K and leaving 3,050 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #184.

Gupta Wealth Management first reported a position in SUB in Q1 2015 and has held it in 5 quarters since. The position peaked at $357K in Q1 2015. 146 funds tracked by Wall St. Rank hold SUB as of Q1 2016.

Gupta Wealth Management held 3,050 shares of iShares Short-Term National Muni Bond ETF worth $324K as of Q1 2016.
Gupta Wealth Management sold 50 iShares Short-Term National Muni Bond ETF shares in Q1 2016, an estimated $5.31K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #184 holding.
Gupta Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $357K in Q1 2015.
146 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2016.

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