Ownership history in IHT Wealth Management, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which IHT Wealth Management, LLC reported a position in ISHARES IBONDS (IBMN). 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 IHT Wealth Management, LLC underperformed the S&P 500 by β19.6% annually on this IBMN position. Timing score: 70% (7/10 decisions correct). Average cost basis: $25.57. Maximum drawdown during holding period: β1.2%.
β Significantly underperformed the S&P 500 by 19.6% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $24.88 (2023 Q3) Β· Worst: $26.63 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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.