Fulcrum Equity Management Ishares Core 10+ Year Usd Bond Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 12, 2019	SELL	N/A	-5,887 Closed	0 $0
Q1 2019 May 03, 2019	BUY	N/A	15 Added 0.26%	5,887 $369,000
Q4 2018 Mar 05, 2019	BUY	N/A	5,872 New	5,872 $347,000

Others Institutions Holding ILTB

# of Institutions

98

Shares Held

7.17M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$68.8 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

793K
Shares

$40.5 Million
0.04% of portfolio
Ae Wealth Management LLC

768K
Shares

$39.2 Million
0.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

659K
Shares

$33.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

316K
Shares

$16.1 Million
0.0% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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