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Gupta Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Gupta Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1.41M Buy
12,305
+658
+6% +$73.5K 0.33% 72
2015
Q4 		$1.28M Sell
11,647
-522
-4% -$57.7K 0.32% 70
2015
Q3 		$1.35M Buy
12,169
+796
+7% +$88.8K 0.33% 69
2015
Q2 		$1.27M Buy
11,373
+245
+2% +$27.7K 0.31% 70
2015
Q1 		$1.26M Buy
+11,128
New +$1.26M 0.37% 66

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gupta Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 5.6% in Q1 2016, buying an estimated $73.5K and bringing the position to 12,305 shares worth $1.41M. The position accounts for 0.33% of the portfolio, ranked #72.

Gupta Wealth Management first reported a position in TIP in Q1 2015 and has held it in 5 quarters since. 562 funds tracked by Wall St. Rank hold TIP as of Q1 2016.

  • Gupta Wealth Management held 12,305 shares of iShares TIPS Bond ETF worth $1.41M as of Q1 2016.
  • Gupta Wealth Management bought 658 iShares TIPS Bond ETF shares in Q1 2016, an estimated $73.5K.
  • iShares TIPS Bond ETF made up 0.33% of Gupta Wealth Management's portfolio in Q1 2016, its #72 holding.
  • Gupta Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2016.

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