Ownership history in JB Capital LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which JB Capital LLC reported a position in iShares MBS ETF (MBB). 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 JB Capital LLC underperformed the S&P 500 by β16.4% annually on this MBB position. Timing score: 62% (10/16 decisions correct). Average cost basis: $85.07. Maximum drawdown during holding period: β13.7%.
β Significantly underperformed the S&P 500 by 16.4% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $82.01 (2022 Q4) Β· Worst: $94.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 7 trims. Bought during 3 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.24% 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