Ownership history in Empirical Asset Management, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Empirical Asset Management, LLC reported a position in ISHARES TR (IGOV). 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 Empirical Asset Management, LLC underperformed the S&P 500 by β18.1% annually on this IGOV position. Timing score: 45% (5/11 decisions correct). Average cost basis: $39.74. Maximum drawdown during holding period: β7.6%.
β Significantly underperformed the S&P 500 by 18.1% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $36.44 (2023 Q3) Β· Worst: $42.50 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.67% 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