Ownership history in David J Yvars Group Β· 21 quarters on record
This page tracks every 13F SEC filing in which David J Yvars Group reported a position in GUGGENHEIM TAXABLE MUNICP BO (GBAB). 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 David J Yvars Group underperformed the S&P 500 by β15.4% annually on this GBAB position. Timing score: 50% (10/20 decisions correct). Average cost basis: $15.45. Maximum drawdown during holding period: β32.1%.
β Significantly underperformed the S&P 500 by 15.4% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 20 add/trim decisions correct
Best entry: $12.52 (2023 Q2) Β· Worst: $16.28 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 10 trims. Bought during 5 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.26% 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