Ownership history in Strong Tower Advisory Services Β· 11 quarters on record
This page tracks every 13F SEC filing in which Strong Tower Advisory Services reported a position in ISHARES TR (LQD). 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 Strong Tower Advisory Services underperformed the S&P 500 by β13.8% annually on this LQD position. Timing score: 50% (5/10 decisions correct). Average cost basis: $103.67. Maximum drawdown during holding period: β4.7%.
β Significantly underperformed the S&P 500 by 13.8% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $95.81 (2023 Q2) Β· Worst: $109.41 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 3 trims. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Strong Tower Advisory Services has been actively increasing its LQD allocation β a bullish signal from insiders.
Currently 5.11% 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