Ownership history in ARROW FINANCIAL CORP Β· 25 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in ISHARES IBONDS DEC 2028 ETF (IBDT). 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 ARROW FINANCIAL CORP underperformed the S&P 500 by β13.3% annually on this IBDT position. Timing score: 46% (11/24 decisions correct). Average cost basis: $21.83. Maximum drawdown during holding period: β16.0%.
β Significantly underperformed the S&P 500 by 13.3% ann.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 24 add/trim decisions correct
Best entry: $20.39 (2022 Q3) Β· Worst: $25.27 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
22 adds Β· 3 trims. Bought during 10 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.43% 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