Ownership history in BRIGHTON JONES LLC Β· 59 quarters on record
This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in ISHARES TR BRCLY TIPS BD (TIP). 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 BRIGHTON JONES LLC underperformed the S&P 500 by β11.5% annually on this TIP position. Timing score: 47% (27/58 decisions correct). Average cost basis: $86.81. Maximum drawdown during holding period: β13.9%.
β Significantly underperformed the S&P 500 by 11.5% ann.
58 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
27 of 58 add/trim decisions correct
Best entry: $74.91 (2011 Q1) Β· Worst: $111.20 (2021 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
32 adds Β· 27 trims. Bought during 11 of 20 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% 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