Ownership history in ARROW FINANCIAL CORP Β· 10 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in ISHARES IBONDS DEC 2033 CORP (IBDY). 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 β14.5% annually on this IBDY position. Timing score: 38% (3/8 decisions correct). Average cost basis: $23.28. Maximum drawdown during holding period: β3.3%.
β Significantly underperformed the S&P 500 by 14.5% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct
Best entry: $23.09 (2024 Q1) Β· Worst: $25.93 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.45% 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