Ownership history in Sharkey, Howes & Javer Β· 16 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in ISHARES TR (TLT). 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 Sharkey, Howes & Javer underperformed the S&P 500 by β31.5% annually on this TLT position. Timing score: 40% (6/15 decisions correct). Average cost basis: $87.28. Maximum drawdown during holding period: β42.3%.
β Significantly underperformed the S&P 500 by 31.5% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct
Best entry: $79.94 (2023 Q3) Β· Worst: $138.45 (2020 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 7 trims. Bought during 5 of 10 down-price quarters. π More buys than sells across the holding period.
π Sharkey, Howes & Javer has been actively increasing its TLT allocation β a bullish signal from insiders.
Currently 2.6% 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