ILF β€” ISHARES TR

Ownership history in CABANA LLC  Β·  14 quarters on record

This page tracks every 13F SEC filing in which CABANA LLC reported a position in ISHARES TR (ILF). 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.

πŸ” Peak position
14.72% (2025 Q1)
πŸ“Š Avg. % of fund
4.89%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

CABANA LLC Γ— ILF AI Analytics

πŸ“‰ CABANA LLC underperformed the S&P 500 by –22.5% annually on this ILF position. Timing score: 50% (6/12 decisions correct). Average cost basis: $17.22. Maximum drawdown during holding period: –35.7%.

πŸ“ˆ Position Alpha vs SPY
-22.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 22.5% ann.
12 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct

πŸ’° Entry Quality
$17.22
+63.8% vs current ($28.21)

Best entry: $14.95 (2020 Q2)  Β·  Worst: $23.26 (2019 Q4)

πŸ›‘οΈ Drawdown Resilience
–35.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

8 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ CABANA LLC has been actively increasing its ILF allocation β€” a bullish signal from insiders.
Currently 10.38% of portfolio

⚠ 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.

% of Fund (quarterly)    ILF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 58,731 -13,067 -18.2% 10.38% $1.7M $28.21
2025 Q2 REDUCED 71,798 -28,534 -28.4% 10.79% $1.9M $25.59
2025 Q1 ADDED 100,332 +78,080 +350.9% 14.72% $2.4M $22.47
2024 Q4 ADDED 22,252 +6,056 +37.4% 2.30% $465K $19.95
2024 Q3 REDUCED 16,196 -5,713 -26.1% 2.34% $420K $23.75
2024 Q2 REDUCED 21,909 -3,833,981 -99.4% 2.48% $542K $22.69
2020 Q2 ADDED 3,855,890 +3,817,720 +10001.9% 7.64% $83.2M $14.95
2019 Q4 ADDED 38,170 +6,874 +22.0% 0.15% $1.3M $23.26
2019 Q3 REDUCED 31,296 -1,647,589 -98.1% 0.13% $988K $21.26
2019 Q2 ADDED 1,678,885 +395,994 +30.9% 8.21% $53.4M $22.71
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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