Ownership history in HT Partners LLC Β· 45 quarters on record
This page tracks every 13F SEC filing in which HT Partners LLC reported a position in VANGUARD CHARLOTTE ETF TOTAL INTL BD INDEX FD (BNDX). 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 HT Partners LLC underperformed the S&P 500 by β12.0% annually on this BNDX position. Timing score: 59% (26/44 decisions correct). Average cost basis: $41.95. Maximum drawdown during holding period: β14.9%.
β Significantly underperformed the S&P 500 by 12.0% ann.
44 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
26 of 44 add/trim decisions correct
Best entry: $37.11 (2014 Q2) Β· Worst: $48.70 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
31 adds Β· 14 trims. Bought during 8 of 15 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.11% 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.