TLT 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 (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.

πŸ” Peak position
2.1% (2023 Q4)
πŸ“Š Avg. % of fund
0.84%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2024 Q3
⏱ Quarters held
13

Position Intelligence

TNF LLC Γ— TLT AI Analytics

πŸ“‰ TNF LLC underperformed the S&P 500 by –21.1% annually on this TLT position. Timing score: 42% (5/12 decisions correct). Average cost basis: $83.33. Maximum drawdown during holding period: –37.4%.

πŸ“ˆ Position Alpha vs SPY
-21.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 21.1% ann.
12 quarters analyzed

⏱️ Timing Score
42%

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

πŸ’° Entry Quality
$83.33
+10.4% vs current ($91.96)

Best entry: $79.94 (2023 Q3)  Β·  Worst: $127.76 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–37.4%
max drawdown while held

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

πŸ’ͺ Fund Conviction
54%
buy-side decisions

7 adds Β· 6 trims. Bought during 4 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.71% 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)    TLT 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 51,280 -744 -1.4% 1.71% $4.8M $91.96
2024 Q2 REDUCED 52,024 -79 -0.2% 1.75% $4.8M $85.20
2024 Q1 REDUCED 52,103 -3,684 -6.6% 1.82% $4.6M $86.95
2023 Q4 ADDED 55,787 +3,602 +6.9% 2.10% $5.3M $90.29
2023 Q3 ADDED 52,185 +48,124 +1185.0% 2.00% $4.3M $79.94
2023 Q2 REDUCED 4,061 -51 -1.2% 0.18% $418K $92.00
2023 Q1 REDUCED 4,112 -43 -1.0% 0.20% $438K $94.34
2022 Q4 REDUCED 4,155 -48 -1.1% 0.20% $440K $87.85
2022 Q3 ADDED 4,203 +755 +21.9% 0.21% $418K $89.54
2022 Q2 ADDED 3,448 +251 +7.9% 0.20% $409K $99.80
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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