Fulcrum Equity Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,972	Closed	-$264K	–	157
2020 Q2	$264K	Buy	1,972 +342	+21%	+$45.6K	0.12%	116
2020 Q1	$217K	Buy	+1,630	New	+$210K	0.15%	45
2019 Q4	–	Sell	-183	Closed	-$23K	–	147
2019 Q3	$23K	Buy	+183	New	+$23.1K	0.01%	116

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fulcrum Equity Management's IEI Position: Q3 2020 in Review

Fulcrum Equity Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2020, closing a stake of 1,972 shares — an estimated $264K sold.

Fulcrum Equity Management first reported a position in IEI in Q3 2019 and held it in 3 quarters. The position peaked at $264K in Q2 2020. 474 funds tracked by Wall St. Rank hold IEI as of Q3 2020.

Fulcrum Equity Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
Fulcrum Equity Management sold 1,972 iShares 3-7 Year Treasury Bond ETF shares in Q3 2020, an estimated $264K.
Fulcrum Equity Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and held it in 3 quarters.
Fulcrum Equity Management's iShares 3-7 Year Treasury Bond ETF position peaked at $264K in Q2 2020.
474 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.