Ownership history in MB Generational Wealth, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in ISHARES TR (QUAL). 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 MB Generational Wealth, LLC underperformed the S&P 500 by β5.9% annually on this QUAL position. Timing score: 50% (3/6 decisions correct). Average cost basis: $167.69. Maximum drawdown during holding period: β4.2%.
β Significantly underperformed the S&P 500 by 5.9% 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: $167.69 (2024 Q2) Β· Worst: $167.69 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 8.69% 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