Ownership history in CHOREO, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which CHOREO, 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 CHOREO, LLC underperformed the S&P 500 by β19.2% annually on this BND position. Timing score: 61% (14/23 decisions correct). Average cost basis: $70.22. Maximum drawdown during holding period: β16.1%.
β Significantly underperformed the S&P 500 by 19.2% ann.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 23 add/trim decisions correct
Best entry: $64.17 (2022 Q4) Β· Worst: $75.25 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 9 trims. Bought during 3 of 10 down-price quarters. π More buys than sells across the holding period.
π CHOREO, LLC has been actively increasing its BND allocation β a bullish signal from insiders.
Currently 2.04% 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