Ownership history in Shared Vision Wealth Group LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in ISHARES TR (TIP). 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 Shared Vision Wealth Group LLC underperformed the S&P 500 by β12.4% annually on this TIP position. Timing score: 33% (2/6 decisions correct). Average cost basis: $101.20. Maximum drawdown during holding period: β3.0%.
β Significantly underperformed the S&P 500 by 12.4% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $101.20 (2024 Q1) Β· Worst: $101.20 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 6 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.09% 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