Ownership history in Firestone Capital Management Β· 25 quarters on record
This page tracks every 13F SEC filing in which Firestone Capital Management reported a position in ISHARES TR (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 Firestone Capital Management underperformed the S&P 500 by β16.8% annually on this AGG position. Timing score: 61% (14/23 decisions correct). Average cost basis: $89.23. Maximum drawdown during holding period: β15.9%.
β Significantly underperformed the S&P 500 by 16.8% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 23 add/trim decisions correct
Best entry: $85.15 (2022 Q3) Β· Worst: $101.24 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
18 adds Β· 6 trims. Bought during 7 of 10 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 1.95% 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