Ownership history in Marathon Mission, Inc. Β· 8 quarters on record
This page tracks every 13F SEC filing in which Marathon Mission, Inc. reported a position in ISHARES TR (IBDW). 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 Marathon Mission, Inc. underperformed the S&P 500 by β8.9% annually on this IBDW position. Timing score: 83% (5/6 decisions correct). Average cost basis: $19.46. Maximum drawdown during holding period: β2.5%.
β Significantly underperformed the S&P 500 by 8.9% ann.
6 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $18.64 (2024 Q2) Β· Worst: $20.73 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.56% 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