TLT β€” ISHARES 20 YEAR TREASURY BOND ETF

Ownership history in Fund Evaluation Group, LLC  Β·  62 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, LLC reported a position in ISHARES 20 YEAR TREASURY BOND ETF (TLT). 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.

πŸ” Peak position
8.64% (2016 Q2)
πŸ“Š Avg. % of fund
1.32%
πŸ“… First filed
2006 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
62

Position Intelligence

Fund Evaluation Group, LLC Γ— TLT AI Analytics

πŸ“‰ Fund Evaluation Group, LLC underperformed the S&P 500 by –10.2% annually on this TLT position. Timing score: 47% (17/36 decisions correct). Average cost basis: $85.61. Maximum drawdown during holding period: –42.3%.

πŸ“ˆ Position Alpha vs SPY
-10.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.2% ann.
61 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
17 of 36 add/trim decisions correct

πŸ’° Entry Quality
$85.61
+1.1% vs current ($86.54)

Best entry: $46.15 (2006 Q1)  Β·  Worst: $138.04 (2020 Q3)

πŸ›‘οΈ Drawdown Resilience
–42.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
42%
buy-side decisions

15 adds Β· 21 trims. Bought during 7 of 26 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.46% of portfolio

⚠ 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.

% of Fund (quarterly)    TLT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 160,500 β€” 0% 0.46% $14.0M $86.54
2025 Q3 ADDED 160,500 +37,334 +30.3% 0.52% $14.3M $87.45
2025 Q2 REDUCED 123,166 -856 -0.7% 0.42% $10.9M $85.39
2025 Q1 REDUCED 124,022 -1,140 -0.9% 0.49% $11.3M $87.11
2024 Q4 ADDED 125,162 +21,541 +20.8% 0.51% $10.9M $83.01
2024 Q3 ADDED 103,621 +101,096 +4003.8% 0.56% $10.2M $91.96
2024 Q2 REDUCED 2,525 -4 -0.2% 0.01% $232K $85.20
2023 Q4 REDUCED 2,529 -1,669 -39.8% 0.02% $250K $90.29
2023 Q3 REDUCED 4,198 -20 -0.5% 0.03% $372K $79.94
2023 Q2 REDUCED 4,218 -85 -2.0% 0.04% $434K $92.00
52 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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