Ownership history in Winch Advisory Services, LLC Β· 30 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in ISHARES 1-3 YR TREASURY BND ETF (SHY). 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 Winch Advisory Services, LLC underperformed the S&P 500 by β18.4% annually on this SHY position. Timing score: 46% (13/28 decisions correct). Average cost basis: $74.62. Maximum drawdown during holding period: β5.2%.
β Significantly underperformed the S&P 500 by 18.4% ann.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 28 add/trim decisions correct
Best entry: $69.53 (2015 Q4) Β· Worst: $80.60 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 22 trims. Bought during 1 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.76% 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