Gupta Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$21.3M	Buy	162,728 +16,390	+11%	+$2.1M	4.98%	1
2015 Q4	$17.6M	Buy	146,338 +40,078	+38%	+$4.88M	4.49%	2
2015 Q3	$13.1M	Buy	106,260 +49,445	+87%	+$6M	3.2%	3
2015 Q2	$6.67M	Buy	56,815 +55,915	+6,213%	+$6.86M	1.64%	12
2015 Q1	$118K	Buy	+900	New	+$117K	0.03%	283

Other funds holding TLT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Gupta Wealth Management increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 11% in Q1 2016, buying an estimated $2.1M and bringing the position to 162,728 shares worth $21.3M. The position accounts for 4.98% of the portfolio, ranked #1.

Gupta Wealth Management first reported a position in TLT in Q1 2015 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold TLT as of Q1 2016.

Gupta Wealth Management held 162,728 shares of iShares 20+ Year Treasury Bond ETF worth $21.3M as of Q1 2016.
Gupta Wealth Management bought 16,390 iShares 20+ Year Treasury Bond ETF shares in Q1 2016, an estimated $2.1M.
iShares 20+ Year Treasury Bond ETF made up 4.98% of Gupta Wealth Management's portfolio in Q1 2016, its #1 holding.
Gupta Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2015 and has held it in 5 quarters since.
343 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2016.

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