Ownership history in MYECFO, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which MYECFO, LLC reported a position in ISHARES TR (NYF). 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 MYECFO, LLC underperformed the S&P 500 by β16.2% annually on this NYF position. Timing score: 30% (3/10 decisions correct). Average cost basis: $50.35. Maximum drawdown during holding period: β3.6%.
β Significantly underperformed the S&P 500 by 16.2% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $47.50 (2023 Q3) Β· Worst: $51.95 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 4 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.85% 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