Fulcrum Equity Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Fulcrum Equity Management’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Buy	17,994 +1,994	+12%	+$45.4K	0.3%	79
2026 Q1	$367K	Buy	+16,000	New	+$369K	0.35%	70
2019 Q4	–	Sell	-45	Closed	-$1K	–	138
2019 Q3	$1K	Buy	+45	New	+$1.18K	﹤0.01%	226

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Fulcrum Equity Management's GOVT Position: Q2 2026 in Review

Fulcrum Equity Management increased its iShares US Treasury Bond ETF (GOVT) stake by 12% in Q2 2026, buying an estimated $45.4K and bringing the position to 17,994 shares worth $410K. The position accounts for 0.3% of the portfolio, ranked #79.

Fulcrum Equity Management first reported a position in GOVT in Q3 2019 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Fulcrum Equity Management held 17,994 shares of iShares US Treasury Bond ETF worth $410K as of Q2 2026.
Fulcrum Equity Management bought 1,994 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $45.4K.
iShares US Treasury Bond ETF made up 0.3% of Fulcrum Equity Management's portfolio in Q2 2026, its #79 holding.
Fulcrum Equity Management first reported a position in iShares US Treasury Bond ETF in Q3 2019 and has held it in 3 quarters since.
215 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.