Ownership history in Axiom Advisory, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Axiom Advisory, LLC reported a position in ISHARES TR (EFG). 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 Axiom Advisory, LLC underperformed the S&P 500 by β13.0% annually on this EFG position. Timing score: 64% (7/11 decisions correct). Average cost basis: $99.45. Maximum drawdown during holding period: β33.5%.
β Significantly underperformed the S&P 500 by 13.0% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $68.37 (2022 Q3) Β· Worst: $104.21 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 1 trim. Bought during 4 of 5 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 5.26% 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