Ownership history in Algorithmic Investment Models, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Algorithmic Investment Models, LLC underperformed the S&P 500 by β48.5% annually on this SHV position. Timing score: 40% (2/5 decisions correct). Average cost basis: $94.48. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 48.5% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $94.10 (2022 Q2) Β· Worst: $109.51 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.92% 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