Ownership history in Modus Advisors, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Modus Advisors, LLC underperformed the S&P 500 by β28.0% annually on this LQD position. Timing score: 54% (7/13 decisions correct). Average cost basis: $95.24. Maximum drawdown during holding period: β16.5%.
β Significantly underperformed the S&P 500 by 28.0% ann.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $91.32 (2023 Q3) Β· Worst: $109.41 (2020 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 2 trims. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.89% 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