Ownership history in Phoenix Wealth Advisors Β· 11 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors reported a position in ISHARES TR (GOVT). 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 Phoenix Wealth Advisors underperformed the S&P 500 by β12.8% annually on this GOVT position. Timing score: 50% (4/8 decisions correct). Average cost basis: $21.85. Maximum drawdown during holding period: β11.5%.
β Significantly underperformed the S&P 500 by 12.8% ann.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $21.26 (2024 Q2) Β· Worst: $24.02 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Phoenix Wealth Advisors has been actively increasing its GOVT allocation β a bullish signal from insiders.
Currently 3.51% 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