Ownership history in Salomon & Ludwin, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Salomon & Ludwin, LLC reported a position in ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB). 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 Salomon & Ludwin, LLC underperformed the S&P 500 by β18.0% annually on this SUB position. Timing score: 80% (8/10 decisions correct). Average cost basis: $100.26. Maximum drawdown during holding period: β0.9%.
β Significantly underperformed the S&P 500 by 18.0% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $97.27 (2023 Q3) Β· Worst: $106.25 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 0 trims. Bought during 3 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 6.26% 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