Ownership history in N.E.W. Advisory Services LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which N.E.W. Advisory Services LLC reported a position in VANGUARD BD INDEX FD INC (BND). 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 N.E.W. Advisory Services LLC underperformed the S&P 500 by β16.9% annually on this BND position. Timing score: 61% (14/23 decisions correct). Average cost basis: $69.58. Maximum drawdown during holding period: β16.1%.
β Significantly underperformed the S&P 500 by 16.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 23 add/trim decisions correct
Best entry: $63.13 (2022 Q3) Β· Worst: $75.25 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
23 adds Β· 1 trim. Bought during 9 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π N.E.W. Advisory Services LLC has been actively increasing its BND allocation β a bullish signal from insiders.
Currently 2.6% 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