SEC 13F Intelligence

Algorithmic Investment Models, LLC / IEF

Algorithmic Investment Models, LLC’s Ishares Tr Position

Does Algorithmic Investment Models, LLC own Ishares Tr (IEF)? Yes — 12.4K shares worth $1M (+1.46% of its 13F portfolio) as of Q1 2026, up from 5.6K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
12.4K
% of Portfolio
+1.46%
Quarters Held
11
currently held

Position History IEF

Reported value by quarter
Q4 ’20: $888,000Q4 ’20Q3 ’21: $641,000Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ2 ’23: $3MQ2 ’23Q2 ’25: $562,936Q3 ’25: $537,765Q3 ’25Q4 ’25: $539,842Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.4K$1M+1.46%
Q4 20255.6K$539,842+0.67%
Q3 20255.6K$537,765+0.36%
Q2 20255.9K$562,936+0.39%
Q2 202326.1K$3M+1.75%
Q3 202233.0K$3M+3.14%
Q2 202229.3K$3M+2.47%
Q1 202232.7K$4M+2.26%
Q4 202136.8K$4M+2.45%
Q3 20215.6K$641,000+0.55%
Q4 20207.4K$888,000+0.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algorithmic Investment Models, LLC’s full portfolio or all institutional holders of IEF.