BAMD β€” NORTHERN LTS FD TR IV

Ownership history in GTS SECURITIES LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which GTS SECURITIES LLC reported a position in NORTHERN LTS FD TR IV (BAMD). 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
0.05% (2024 Q4)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

GTS SECURITIES LLC Γ— BAMD AI Analytics

πŸ“‰ GTS SECURITIES LLC underperformed the S&P 500 by –9.8% annually on this BAMD position. Timing score: 43% (3/7 decisions correct). Average cost basis: $30.17. Maximum drawdown during holding period: –4.0%.

πŸ“ˆ Position Alpha vs SPY
-9.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.8% ann.
7 quarters analyzed

⏱️ Timing Score
43%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct

πŸ’° Entry Quality
$30.17
-1.1% vs current ($29.85)

Best entry: $27.01 (2024 Q2)  Β·  Worst: $30.99 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–4.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

6 adds Β· 3 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.04% 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)    BAMD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,365 +30,851 +267.9% 0.04% $1.3M $29.85
2025 Q3 ADDED 11,514 +1,068 +10.2% 0.01% $361K $30.80
2025 Q2 REDUCED 10,446 -9,342 -47.2% 0.01% $323K $30.08
2025 Q1 REDUCED 19,788 -11,366 -36.5% 0.03% $639K $31.10
2024 Q4 ADDED 31,154 +7,331 +30.8% 0.05% $984K $30.25
2024 Q3 ADDED 23,823 +13,832 +138.4% 0.00% $786K $30.99
2024 Q2 ADDED 9,991 +850 +9.3% 0.00% $290K $27.01
2024 Q1 REDUCED 9,141 -10,858 -54.3% 0.00% $263K $26.61
2023 Q3 INITIATED 19,999 β€” β€” 0.00% $502K β€”
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