Ownership history in RVW Wealth, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which RVW Wealth, LLC reported a position in iShares iBonds Dec 2027 Term Corp ETF (IBDS). 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 RVW Wealth, LLC underperformed the S&P 500 by β13.9% annually on this IBDS position. Timing score: 65% (11/17 decisions correct). Average cost basis: $21.49. Maximum drawdown during holding period: β12.7%.
β Significantly underperformed the S&P 500 by 13.9% ann.
17 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 17 add/trim decisions correct
Best entry: $19.90 (2022 Q3) Β· Worst: $24.11 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 4 trims. Bought during 3 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.17% 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