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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
2024
Q1
Sell
2023
Q4
$472K Buy
2023
Q1
Sell
2022
Q4
$3.57M Sell
2022
Q3
$11.8M Buy
2021
Q4
Sell
2021
Q3
$287K Sell
2021
Q2
$579K Sell
2021
Q1
$665K Sell
2020
Q4
$4.04M Sell
2020
Q3
$7.12M Sell
2020
Q2
$17M Sell
2020
Q1
$118M Buy
2019
Q4
$19.3M Sell
2019
Q3
$61.9M Buy
2019
Q2
$31.5M Sell
2019
Q1
$101M Buy
2018
Q4
$92.1M Buy