Ownership history in BLB&B Advisors, LLC Β· 33 quarters on record
This page tracks every 13F SEC filing in which BLB&B Advisors, LLC reported a position in ISHARES TR (IEFA). 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 BLB&B Advisors, LLC underperformed the S&P 500 by β6.7% annually on this IEFA position. Timing score: 60% (18/30 decisions correct). Average cost basis: $54.44. Maximum drawdown during holding period: β28.0%.
β Significantly underperformed the S&P 500 by 6.7% ann.
31 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 30 add/trim decisions correct
Best entry: $41.55 (2020 Q1) Β· Worst: $81.90 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 13 trims. Bought during 8 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.84% 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