Ownership history in AJ Advisors, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which AJ Advisors, LLC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AJ Advisors, LLC underperformed the S&P 500 by β16.2% annually on this STIP position. Timing score: 73% (8/11 decisions correct). Average cost basis: $97.56. Maximum drawdown during holding period: β0.6%.
β Significantly underperformed the S&P 500 by 16.2% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $90.15 (2023 Q1) Β· Worst: $102.39 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.37% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size