TLH β€” ISHARES TR

Ownership history in Quantitative Strategies, Inc.  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Quantitative Strategies, Inc. reported a position in ISHARES TR (TLH). 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.

πŸ” Peak position
7.24% (2023 Q2)
πŸ“Š Avg. % of fund
6.86%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2024 Q4
⏱ Quarters held
7

Position Intelligence

Quantitative Strategies, Inc. Γ— TLH AI Analytics

πŸ“‰ Quantitative Strategies, Inc. underperformed the S&P 500 by –22.5% annually on this TLH position. Timing score: 50% (3/6 decisions correct). Average cost basis: $98.23. Maximum drawdown during holding period: –10.2%.

πŸ“ˆ Position Alpha vs SPY
-22.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 22.5% ann.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$98.23
-3.5% vs current ($94.83)

Best entry: $88.78 (2023 Q3)  Β·  Worst: $99.00 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–10.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
86%
buy-side decisions

6 adds Β· 1 trim. Bought during 4 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.32% of portfolio

⚠ 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.

% of Fund (quarterly)    TLH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 118,825 +2,138 +1.8% 6.32% $11.8M $94.83
2024 Q3 REDUCED 116,687 -379 -0.3% 6.76% $12.8M $102.73
2024 Q2 ADDED 117,066 +3,818 +3.4% 6.86% $12.0M $95.53
2024 Q1 ADDED 113,248 +3,822 +3.5% 6.85% $11.9M $96.67
2023 Q4 ADDED 109,426 +7,187 +7.0% 7.18% $11.8M $99.00
2023 Q3 ADDED 102,239 +4,903 +5.0% 6.77% $10.1M $88.78
2023 Q2 INITIATED 97,336 β€” β€” 7.24% $10.8M $98.89
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