Ownership history in Modus Advisors, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Modus Advisors, LLC reported a position in ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD). 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 | 65,040 | +4,857 | +8.1% | 1.89% | $7.2M | $109.41 |
| 2025 Q3 | ADDED | 60,183 | +1,293 | +2.2% | 1.82% | $6.7M | $109.04 |
| 2025 Q2 | ADDED | 58,890 | +1,426 | +2.5% | 1.92% | $6.5M | $106.02 |
| 2025 Q1 | REDUCED | 57,464 | -738 | -1.3% | 2.04% | $6.2M | $103.92 |
| 2024 Q4 | ADDED | 58,202 | +1,508 | +2.7% | 1.95% | $6.2M | $101.40 |
| 2024 Q3 | ADDED | 56,694 | +2,188 | +4.0% | 2.10% | $6.4M | $105.72 |
| 2024 Q2 | ADDED | 54,506 | +472 | +0.9% | 2.07% | $5.8M | $99.16 |
| 2024 Q1 | ADDED | 54,034 | +3,012 | +5.9% | 2.18% | $5.9M | $99.67 |
| 2023 Q4 | REDUCED | 51,022 | -1,759 | -3.3% | 2.29% | $5.6M | $100.54 |
| 2023 Q3 | ADDED | 52,781 | +2,862 | +5.7% | 2.35% | $5.4M | $91.32 |
As of 2025 Q4 — sorted by position size