Ownership history in US BANCORP \DE\ Β· 109 quarters on record
This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in ISHARES TR (IVV). 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\ outperformed the S&P 500 by +0.0% annually on this IVV position. Timing score: 61% (50/82 decisions correct). Average cost basis: $327.77. Maximum drawdown during holding period: β46.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
103 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
50 of 82 add/trim decisions correct
Best entry: $55.39 (2003 Q1) Β· Worst: $665.17 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
53 adds Β· 31 trims. Bought during 10 of 29 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.6% 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