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 0-5 Year TIPS Bond Fund (STIP). 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 | REDUCED | 6,099 | -29,309 | -82.8% | 0.77% | $624K | $102.39 |
| 2025 Q3 | ADDED | 35,408 | +569 | +1.6% | 2.43% | $3.7M | $102.02 |
| 2025 Q2 | ADDED | 34,839 | +1,313 | +3.9% | 2.45% | $3.6M | $100.45 |
| 2025 Q1 | ADDED | 33,526 | +5,689 | +20.4% | 2.56% | $3.5M | $99.46 |
| 2024 Q4 | ADDED | 27,837 | +24,486 | +730.7% | 2.16% | $2.8M | $96.57 |
| 2022 Q2 | INITIATED | 3,351 | — | — | 0.28% | $339K | $89.46 |
As of 2025 Q4 — sorted by position size