Fulcrum Equity Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,475	Closed	-$785K	–	120
2025 Q2	$785K	Buy	+9,475	New	+$782K	0.81%	34
2024 Q1	–	Sell	-5,751	Closed	-$472K	–	116
2023 Q4	$472K	Buy	+5,751	New	+$467K	0.58%	44
2023 Q1	–	Sell	-44,023	Closed	-$3.57M	–	104
2022 Q4	$3.57M	Sell	44,023 -101,225	-70%	-$8.21M	2.93%	5
2022 Q3	$11.8M	Buy	+145,248	New	+$12M	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%	+$96.8M	84.2%	1
2019 Q4	$19.3M	Sell	227,734 -502,363	-69%	-$42.6M	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%	-$69.5M	15.01%	1
2019 Q1	$101M	Buy	1,196,427 +95,354	+9%	+$7.98M	34.57%	1
2018 Q4	$92.1M	Buy	+1,101,073	New	+$91.5M	33.77%	2

Other funds holding SHY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

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

Fulcrum Equity Management's SHY Position: Q3 2025 in Review

Fulcrum Equity Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 9,475 shares — an estimated $785K sold.

Fulcrum Equity Management first reported a position in SHY in Q4 2018 and held it in 16 quarters. The position peaked at $118M in Q1 2020. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Fulcrum Equity Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Fulcrum Equity Management sold 9,475 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $785K.
Fulcrum Equity Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 16 quarters.
Fulcrum Equity Management's iShares 1-3 Year Treasury Bond ETF position peaked at $118M in Q1 2020.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.