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

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

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

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Fulcrum Equity Management's IEF Position: Q1 2023 in Review

Fulcrum Equity Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2023, closing a stake of 35,436 shares — an estimated $3.39M sold.

Fulcrum Equity Management first reported a position in IEF in Q4 2018 and held it in 10 quarters. The position peaked at $145M in Q4 2018. 781 funds tracked by Wall St. Rank hold IEF as of Q1 2023.

Fulcrum Equity Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Fulcrum Equity Management sold 35,436 iShares 7-10 Year Treasury Bond ETF shares in Q1 2023, an estimated $3.39M.
Fulcrum Equity Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and held it in 10 quarters.
Fulcrum Equity Management's iShares 7-10 Year Treasury Bond ETF position peaked at $145M in Q4 2018.
781 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2023.

Based on Fulcrum Equity Management's 13F filing for Q1 2023, filed 6 Apr 2023.