Ownership history in BCGM Wealth Management, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which BCGM Wealth Management, LLC reported a position in ISHARES TR (TLH). 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 BCGM Wealth Management, LLC underperformed the S&P 500 by β16.9% annually on this TLH position. Timing score: 40% (2/5 decisions correct). Average cost basis: $99.53. Maximum drawdown during holding period: β7.7%.
β Significantly underperformed the S&P 500 by 16.9% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $98.39 (2025 Q2) Β· Worst: $102.73 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π BCGM Wealth Management, LLC has been actively increasing its TLH allocation β a bullish signal from insiders.
Currently 1.56% 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