Ownership history in Evensky & Katz LLC Β· 73 quarters on record
This page tracks every 13F SEC filing in which Evensky & Katz LLC reported a position in iSHARES TR LEHMAN BD FD A (AGG). 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 Evensky & Katz LLC underperformed the S&P 500 by β16.8% annually on this AGG position. Timing score: 52% (36/69 decisions correct). Average cost basis: $91.49. Maximum drawdown during holding period: β15.9%.
β Significantly underperformed the S&P 500 by 16.8% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
36 of 69 add/trim decisions correct
Best entry: $59.20 (2007 Q4) Β· Worst: $101.24 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
45 adds Β· 25 trims. Bought during 17 of 24 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.79% 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