Gupta Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$95K	Hold	670	–	–	0.02%	335
2015 Q4	$90K	Hold	670	–	–	0.02%	336
2015 Q3	$92K	Hold	670	–	–	0.02%	352
2015 Q2	$89K	Buy	670 +420	+168%	+$56.8K	0.02%	364
2015 Q1	$35K	Buy	+250	New	+$34.5K	0.01%	466

Other funds holding TLH

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

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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

KLC

Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return

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

Gupta Wealth Management held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q1 2016 at 670 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #335.

Gupta Wealth Management first reported a position in TLH in Q1 2015 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold TLH as of Q1 2016.

Gupta Wealth Management held 670 shares of iShares 10-20 Year Treasury Bond ETF worth $95K as of Q1 2016.
Gupta Wealth Management left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q1 2016.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #335 holding.
Gupta Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2015 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2016.

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