Fulcrum Equity Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-35,436	Closed	-$3.39M	–	95
2022 Q4	$3.39M	Sell	35,436 -7,233	-17%	-$695K	2.78%	6
2022 Q3	$4.1M	Buy	+42,669	New	+$4.33M	3.47%	5
2021 Q3	–	Sell	-1,830	Closed	-$211K	–	198
2021 Q2	$211K	Buy	+1,830	New	+$209K	0.08%	176
2021 Q1	–	Sell	-8,789	Closed	-$1.05M	–	188
2020 Q4	$1.05M	Buy	8,789 +1,305	+17%	+$157K	0.42%	62
2020 Q3	$912K	Sell	7,484 -1,257	-14%	-$153K	0.42%	57
2020 Q2	$1.06M	Sell	8,741 -11,854	-58%	-$1.44M	0.5%	44
2020 Q1	$2.5M	Buy	+20,595	New	+$2.37M	1.79%	2
2019 Q4	–	Sell	-12,492	Closed	-$1.41M	–	145
2019 Q3	$1.41M	Buy	12,492 +3,727	+43%	+$416K	0.71%	19
2019 Q2	$983K	Buy	+8,765	New	+$939K	0.47%	22
2019 Q1	–	Sell	-1,389,730	Closed	-$145M	–	99
2018 Q4	$145M	Buy	+1,389,730	New	+$141M	53.11%	1