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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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. 957 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.
957 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.