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 (TLT). 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 β23.0% annually on this TLT position. Timing score: 9% (1/11 decisions correct). Average cost basis: $88.91. Maximum drawdown during holding period: β15.3%.
β Significantly underperformed the S&P 500 by 23.0% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 11 add/trim decisions correct
Best entry: $79.94 (2023 Q3) Β· Worst: $94.34 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 4 trims. Bought during 3 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.17% 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