Ownership history in BFSG, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which BFSG, LLC reported a position in VANGUARD BD INDEX FD INC (BND). 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 BFSG, LLC underperformed the S&P 500 by β16.9% annually on this BND position. Timing score: 45% (10/22 decisions correct). Average cost basis: $68.89. Maximum drawdown during holding period: β16.1%.
β Significantly underperformed the S&P 500 by 16.9% ann.
22 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 22 add/trim decisions correct
Best entry: $63.59 (2023 Q3) Β· Worst: $75.25 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
20 adds Β· 3 trims. Bought during 8 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.67% 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