Ownership history in US BANCORP \DE\ Β· 95 quarters on record
This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in ISHARES TR (AGG). 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 US BANCORP \DE\ underperformed the S&P 500 by β8.2% annually on this AGG position. Timing score: 50% (32/64 decisions correct). Average cost basis: $93.02. Maximum drawdown during holding period: β15.9%.
β Significantly underperformed the S&P 500 by 8.2% ann.
86 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
32 of 64 add/trim decisions correct
Best entry: $53.46 (2005 Q4) Β· Worst: $101.24 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
52 adds Β· 14 trims. Bought during 18 of 29 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π US BANCORP \DE\ has been actively increasing its AGG allocation β a bullish signal from insiders.
Currently 5.01% 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