Ownership history in Stelac Advisory Services LLC Β· 47 quarters on record
This page tracks every 13F SEC filing in which Stelac Advisory Services LLC reported a position in ISHARES TIPS BOND ETF (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 Stelac Advisory Services LLC underperformed the S&P 500 by β11.6% annually on this TIP position. Timing score: 52% (21/40 decisions correct). Average cost basis: $97.04. Maximum drawdown during holding period: β13.9%.
β Significantly underperformed the S&P 500 by 11.6% ann.
46 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
21 of 40 add/trim decisions correct
Best entry: $83.97 (2014 Q4) Β· Worst: $110.00 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
23 adds Β· 18 trims. Bought during 8 of 18 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.19% 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