Ownership history in Worth Financial Advisory Group, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Worth Financial Advisory Group, LLC reported a position in ISHARES TR (IYLD). 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 Worth Financial Advisory Group, LLC underperformed the S&P 500 by β13.9% annually on this IYLD position. Timing score: 33% (3/9 decisions correct). Maximum drawdown during holding period: β3.8%.
β Significantly underperformed the S&P 500 by 13.9% ann.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 9 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 10 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% 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