MA
Modus Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Buy |
58,890
+1,426
| +2% | +$156K | 1.92% | 14 |
|
|
2025
Q1 | $6.25M | Sell |
57,464
-738
| -1% | -$80.2K | 2.04% | 14 |
|
|
2024
Q4 | $6.22M | Buy |
58,202
+1,508
| +3% | +$161K | 1.95% | 15 |
|
|
2024
Q3 | $6.41M | Buy |
56,694
+2,188
| +4% | +$247K | 2.1% | 13 |
|
|
2024
Q2 | $5.84M | Buy |
54,506
+472
| +0.9% | +$50.6K | 2.07% | 16 |
|
|
2024
Q1 | $5.89M | Buy |
54,034
+3,012
| +6% | +$328K | 2.18% | 12 |
|
|
2023
Q4 | $5.65M | Sell |
51,022
-1,759
| -3% | -$195K | 2.29% | 12 |
|
|
2023
Q3 | $5.38M | Buy |
52,781
+2,862
| +6% | +$292K | 2.35% | 8 |
|
|
2023
Q2 | $5.4M | Buy |
49,919
+4,745
| +11% | +$513K | 2.32% | 9 |
|
|
2023
Q1 | $4.95M | Buy |
45,174
+1,130
| +3% | +$124K | 2.28% | 9 |
|
|
2022
Q4 | $4.64M | Buy |
+44,044
| New | +$4.64M | 2.25% | 10 |
|
|
2020
Q3 | – | Sell |
-288
| Closed | -$39K | – | 159 |
|
|
2020
Q2 | $39K | Buy |
+288
| New | +$39K | 0.03% | 130 |
|