Ownership history in King Wealth Management Group Β· 43 quarters on record
This page tracks every 13F SEC filing in which King Wealth Management Group reported a position in ISHARES BARCLAYS 20+ YEAR TREA ETF (TLT). 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 King Wealth Management Group underperformed the S&P 500 by β23.8% annually on this TLT position. Timing score: 50% (21/42 decisions correct). Average cost basis: $84.47. Maximum drawdown during holding period: β42.3%.
β Significantly underperformed the S&P 500 by 23.8% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
21 of 42 add/trim decisions correct
Best entry: $83.01 (2024 Q4) Β· Worst: $138.45 (2020 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 19 trims. Bought during 11 of 21 down-price quarters. π More buys than sells across the holding period.
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.
As of 2025 Q4 β sorted by position size