Ownership history in Yoder Wealth Management, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in ISHARES TR (QUAL). 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 Yoder Wealth Management, Inc. underperformed the S&P 500 by β1.7% annually on this QUAL position. Timing score: 36% (4/11 decisions correct). Average cost basis: $120.05. Maximum drawdown during holding period: β4.2%.
β οΈ Trailed SPY by 1.7% ann. on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $120.05 (2023 Q1) Β· Worst: $120.05 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 11 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.21% 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