EFV β€” ISHARES TR

Ownership history in TNF LLC  Β·  13 quarters on record

This page tracks every 13F SEC filing in which TNF LLC reported a position in ISHARES TR (EFV). 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.

πŸ” Peak position
5.81% (2023 Q3)
πŸ“Š Avg. % of fund
4.56%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2024 Q3
⏱ Quarters held
13

Position Intelligence

TNF LLC Γ— EFV AI Analytics

πŸ“‰ TNF LLC underperformed the S&P 500 by –2.6% annually on this EFV position. Timing score: 33% (4/12 decisions correct). Average cost basis: $41.80. Maximum drawdown during holding period: –21.3%.

πŸ“ˆ Position Alpha vs SPY
-2.6%
annualised excess return

⚠️ Trailed SPY by 2.6% ann. on this position.
12 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 12 add/trim decisions correct

πŸ’° Entry Quality
$41.80
+29.5% vs current ($54.12)

Best entry: $37.49 (2022 Q2)  Β·  Worst: $43.95 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–21.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
46%
buy-side decisions

6 adds Β· 7 trims. Bought during 2 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.8% of portfolio

⚠ 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.

% of Fund (quarterly)    EFV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 140,022 -3,573 -2.5% 2.80% $7.8M $54.12
2024 Q2 REDUCED 143,595 -94,190 -39.6% 2.87% $7.8M $49.90
2024 Q1 REDUCED 237,785 -11,108 -4.5% 5.05% $12.8M $49.76
2023 Q4 REDUCED 248,893 -13,825 -5.3% 5.12% $12.9M $47.66
2023 Q3 ADDED 262,718 +65,960 +33.5% 5.81% $12.5M $43.94
2023 Q2 ADDED 196,758 +2,324 +1.2% 4.20% $9.6M $43.95
2023 Q1 REDUCED 194,434 -41,033 -17.4% 4.39% $9.8M $42.42
2022 Q4 ADDED 235,467 +17,143 +7.9% 5.22% $11.5M $40.10
2022 Q3 REDUCED 218,324 -21,841 -9.1% 4.37% $8.5M $33.29
2022 Q2 ADDED 240,165 +23,266 +10.7% 4.91% $10.3M $37.49
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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