Ownership history in Keystone Financial Services Β· 16 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (DMXF). 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 Keystone Financial Services underperformed the S&P 500 by β8.5% annually on this DMXF position. Timing score: 40% (6/15 decisions correct). Average cost basis: $61.17. Maximum drawdown during holding period: β31.1%.
β Significantly underperformed the S&P 500 by 8.5% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct
Best entry: $52.43 (2023 Q3) Β· Worst: $73.30 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 6 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.13% 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