Fulcrum Equity Management Ishares Barclays 1 3 Year Trea Transaction History

Fulcrum Equity Management

$95.5 Million
Q4 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$80.62 - $82.04 $463,645 - $471,812	5,751 New	5,751 $471,000
Q4 2022 Jul 07, 2023	BUY	$80.6 - $81.52 $3.55 Million - $3.59 Million	44,023 New	44,023 $3.57 Million
Q4 2022 Jan 10, 2023	SELL	$80.6 - $81.52 $8.16 Million - $8.25 Million	-101,225 Reduced 69.69%	44,023 $0
Q3 2022 Oct 11, 2022	BUY	$81.04 - $83.06 $11.8 Million - $12.1 Million	145,248 New	145,248 $11.8 Million
Q4 2021 Jan 25, 2022	SELL	$85.5 - $86.18 $284,629 - $286,893	-3,329 Closed	0 $0
Q3 2021 Jan 25, 2022	SELL	$86.09 - $86.31 $291,845 - $292,590	-3,390 Reduced 50.45%	3,329 $287,000
Q2 2021 Jul 15, 2021	SELL	$86.11 - $86.32 $84,904 - $85,111	-986 Reduced 12.8%	6,719 $579,000
Q1 2021 Apr 05, 2021	SELL	$86.21 - $86.4 $3.37 Million - $3.38 Million	-39,107 Reduced 83.54%	7,705 $665,000
Q4 2020 Feb 22, 2021	SELL	$86.32 - $86.46 $3.07 Million - $3.07 Million	-35,509 Reduced 43.13%	46,812 $4.04 Million
Q3 2020 Oct 27, 2020	SELL	$86.46 - $86.63 $9.87 Million - $9.89 Million	-114,203 Reduced 58.11%	82,321 $7.12 Million
Q2 2020 Aug 17, 2020	SELL	$86.48 - $86.8 $101 Million - $101 Million	-1,164,465 Reduced 85.56%	196,524 $17 Million
Q1 2020 Apr 01, 2020	BUY	$84.67 - $86.69 $96 Million - $98.2 Million	1,133,255 Added 497.62%	1,360,989 $118 Million
Q4 2019 Feb 12, 2020	SELL	$84.51 - $85.05 $42.5 Million - $42.7 Million	-502,363 Reduced 68.81%	227,734 $19.3 Million
Q3 2019 Nov 05, 2019	BUY	$84.4 - $85.1 $30.3 Million - $30.5 Million	358,893 Added 96.68%	730,097 $61.9 Million
Q2 2019 Aug 12, 2019	SELL	$83.84 - $84.81 $69.2 Million - $70 Million	-825,223 Reduced 68.97%	371,204 $31.5 Million
Q1 2019 May 03, 2019	BUY	$83.51 - $84.18 $7.96 Million - $8.03 Million	95,354 Added 8.66%	1,196,427 $101 Million
Q4 2018 Mar 05, 2019	BUY	$82.85 - $83.62 $91.2 Million - $92.1 Million	1,101,073 New	1,101,073 $92.1 Million

Others Institutions Holding SHY

# of Institutions

1,297

Shares Held

240M

Call Options Held

359K

Put Options Held

44.4K

About ISHARES BARCLAYS 1-3 YEAR TREA

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