Fulcrum Equity Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,436
| Closed | -$3.39M | – | 95 |
|
|
2022
Q4 | $3.39M | Sell |
35,436
-7,233
| -17% | -$693K | 2.78% | 6 |
|
|
2022
Q3 | $4.1M | Buy |
+42,669
| New | +$4.1M | 3.47% | 5 |
|
|
2021
Q3 | – | Sell |
-1,830
| Closed | -$211K | – | 197 |
|
|
2021
Q2 | $211K | Buy |
+1,830
| New | +$211K | 0.08% | 176 |
|
|
2021
Q1 | – | Sell |
-8,789
| Closed | -$1.05M | – | 187 |
|
|
2020
Q4 | $1.05M | Buy |
8,789
+1,305
| +17% | +$156K | 0.42% | 62 |
|
|
2020
Q3 | $912K | Sell |
7,484
-1,257
| -14% | -$153K | 0.42% | 57 |
|
|
2020
Q2 | $1.07M | Sell |
8,741
-11,854
| -58% | -$1.44M | 0.5% | 44 |
|
|
2020
Q1 | $2.5M | Buy |
+20,595
| New | +$2.5M | 1.79% | 2 |
|
|
2019
Q4 | – | Sell |
-12,492
| Closed | -$1.41M | – | 145 |
|
|
2019
Q3 | $1.41M | Buy |
12,492
+3,727
| +43% | +$419K | 0.71% | 19 |
|
|
2019
Q2 | $983K | Buy |
+8,765
| New | +$983K | 0.47% | 22 |
|
|
2019
Q1 | – | Sell |
-1,389,730
| Closed | -$145M | – | 99 |
|
|
2018
Q4 | $145M | Buy |
+1,389,730
| New | +$145M | 53.11% | 1 |
|