Ownership history in Summit Wealth Group, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in ISHARES TR (USHY). 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 Summit Wealth Group, LLC underperformed the S&P 500 by β30.5% annually on this USHY position. Timing score: 80% (4/5 decisions correct). Average cost basis: $34.83. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 30.5% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $28.98 (2023 Q1) Β· Worst: $36.98 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Summit Wealth Group, LLC has been actively increasing its USHY allocation β a bullish signal from insiders.
Currently 3.24% 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