Ownership history in Aspect Partners, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in ISHARES 7-10 YEAR TREASURY BOND ETF (IEF). 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 Aspect Partners, LLC underperformed the S&P 500 by β14.8% annually on this IEF position. Timing score: 50% (2/4 decisions correct). Average cost basis: $93.10. Maximum drawdown during holding period: β4.6%.
β Significantly underperformed the S&P 500 by 14.8% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $93.10 (2025 Q2) Β· Worst: $93.10 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Aspect Partners, LLC has been actively increasing its IEF allocation β a bullish signal from insiders.
Currently 0.01% 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