Ownership history in CV Advisors LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which CV Advisors LLC reported a position in ISHARES TR (MUB). 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 CV Advisors LLC underperformed the S&P 500 by β17.9% annually on this MUB position. Timing score: 25% (2/8 decisions correct). Average cost basis: $101.66. Maximum drawdown during holding period: β3.6%.
β Significantly underperformed the S&P 500 by 17.9% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct
Best entry: $94.98 (2023 Q3) Β· Worst: $106.55 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 3 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.6% 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