Ownership history in Powers Advisory Group, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Powers Advisory Group, LLC reported a position in ISHARES TR (IGSB). 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 Powers Advisory Group, LLC underperformed the S&P 500 by β9.4% annually on this IGSB position. Timing score: 67% (10/15 decisions correct). Average cost basis: $45.27. Maximum drawdown during holding period: β3.8%.
β Significantly underperformed the S&P 500 by 9.4% ann.
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 15 add/trim decisions correct
Best entry: $43.09 (2022 Q3) Β· Worst: $51.00 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 3 trims. Bought during 2 of 3 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 3.56% 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