Ownership history in Bison Wealth, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in ISHARES TR (HYG). 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 Bison Wealth, LLC underperformed the S&P 500 by β25.1% annually on this HYG position. Timing score: 40% (2/5 decisions correct). Average cost basis: $73.45. Maximum drawdown during holding period: β11.6%.
β Significantly underperformed the S&P 500 by 25.1% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $60.04 (2020 Q2) Β· Worst: $73.61 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Bison Wealth, LLC has been actively increasing its HYG allocation β a bullish signal from insiders.
Currently 0.8% 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