Ownership history in REGIMEN WEALTH, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC reported a position in ISHARES TR (HDV). 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 REGIMEN WEALTH, LLC underperformed the S&P 500 by β10.3% annually on this HDV position. Timing score: 36% (4/11 decisions correct). Average cost basis: $94.89. Maximum drawdown during holding period: β3.6%.
β Significantly underperformed the S&P 500 by 10.3% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $90.87 (2023 Q3) Β· Worst: $120.86 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 2 trims. Bought during 3 of 5 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 8.14% 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