Ownership history in LWMG, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which LWMG, LLC reported a position in ISHARES TR (AGG). 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 LWMG, LLC underperformed the S&P 500 by β20.3% annually on this AGG position. Timing score: 50% (3/6 decisions correct). Average cost basis: $94.24. Maximum drawdown during holding period: β4.1%.
β Significantly underperformed the S&P 500 by 20.3% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $85.61 (2023 Q3) Β· Worst: $95.55 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π LWMG, LLC has been actively increasing its AGG allocation β a bullish signal from insiders.
Currently 4.42% 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