Ownership history in Algorithmic Investment Models, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in iShares Barclays Short Treasury Bond Fund (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,790 | +1,056 | +18.4% | 0.92% | $748K | $109.51 |
| 2025 Q3 | REDUCED | 5,734 | -37 | -0.6% | 0.42% | $634K | $108.41 |
| 2025 Q2 | ADDED | 5,771 | +3,108 | +116.7% | 0.44% | $637K | $107.23 |
| 2025 Q1 | REDUCED | 2,663 | -121,348 | -97.9% | 0.22% | $294K | $106.15 |
| 2023 Q1 | REDUCED | 124,011 | -22,378 | -15.3% | 9.52% | $13.7M | $96.24 |
| 2022 Q2 | INITIATED | 146,389 | — | — | 13.30% | $16.1M | $94.10 |
As of 2025 Q4 — sorted by position size