Fulcrum Equity Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
+9,475
| New | +$785K | 0.81% | 34 |
|
|
2024
Q1 | – | Sell |
-5,751
| Closed | -$472K | – | 116 |
|
|
2023
Q4 | $472K | Buy |
+5,751
| New | +$472K | 0.58% | 44 |
|
|
2023
Q1 | – | Sell |
-44,023
| Closed | -$3.57M | – | 104 |
|
|
2022
Q4 | $3.57M | Sell |
44,023
-101,225
| -70% | -$8.22M | 2.93% | 5 |
|
|
2022
Q3 | $11.8M | Buy |
+145,248
| New | +$11.8M | 9.98% | 2 |
|
|
2021
Q4 | – | Sell |
-3,329
| Closed | -$287K | – | 203 |
|
|
2021
Q3 | $287K | Sell |
3,329
-3,390
| -50% | -$292K | 0.11% | 138 |
|
|
2021
Q2 | $579K | Sell |
6,719
-986
| -13% | -$85K | 0.22% | 97 |
|
|
2021
Q1 | $665K | Sell |
7,705
-39,107
| -84% | -$3.38M | 0.26% | 88 |
|
|
2020
Q4 | $4.04M | Sell |
46,812
-35,509
| -43% | -$3.07M | 1.61% | 12 |
|
|
2020
Q3 | $7.12M | Sell |
82,321
-114,203
| -58% | -$9.88M | 3.3% | 4 |
|
|
2020
Q2 | $17M | Sell |
196,524
-1,164,465
| -86% | -$101M | 8.06% | 2 |
|
|
2020
Q1 | $118M | Buy |
1,360,989
+1,133,255
| +498% | +$98.2M | 84.2% | 1 |
|
|
2019
Q4 | $19.3M | Sell |
227,734
-502,363
| -69% | -$42.5M | 10.08% | 1 |
|
|
2019
Q3 | $61.9M | Buy |
730,097
+358,893
| +97% | +$30.4M | 31.38% | 1 |
|
|
2019
Q2 | $31.5M | Sell |
371,204
-825,223
| -69% | -$70M | 15.01% | 1 |
|
|
2019
Q1 | $101M | Buy |
1,196,427
+95,354
| +9% | +$8.02M | 34.57% | 1 |
|
|
2018
Q4 | $92.1M | Buy |
+1,101,073
| New | +$92.1M | 33.77% | 2 |
|