Ownership history in Horizons Wealth Management Β· 12 quarters on record
This page tracks every 13F SEC filing in which Horizons Wealth Management reported a position in ISHARES IBONDS DEC 2025 TERM TREASURY ETF (IBTF). 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 Horizons Wealth Management underperformed the S&P 500 by β17.9% annually on this IBTF position. Timing score: 56% (5/9 decisions correct). Average cost basis: $21.10. Maximum drawdown during holding period: β0.7%.
β Significantly underperformed the S&P 500 by 17.9% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $20.81 (2023 Q2) Β· Worst: $22.44 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 4 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.66% 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