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Modus Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Modus Advisors’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.56M Buy
69,356
+1,181
+2% +$129K 1.87% 15
2026
Q1 		$7.43M Buy
68,175
+3,135
+5% +$346K 2.05% 12
2025
Q4 		$7.17M Buy
65,040
+4,857
+8% +$540K 1.89% 11
2025
Q3 		$6.71M Buy
60,183
+1,293
+2% +$142K 1.82% 15
2025
Q2 		$6.45M Buy
58,890
+1,426
+2% +$153K 1.92% 14
2025
Q1 		$6.25M Sell
57,464
-738
-1% -$79.5K 2.04% 14
2024
Q4 		$6.22M Buy
58,202
+1,508
+3% +$165K 1.95% 15
2024
Q3 		$6.41M Buy
56,694
+2,188
+4% +$242K 2.1% 13
2024
Q2 		$5.84M Buy
54,506
+472
+0.9% +$50.4K 2.07% 16
2024
Q1 		$5.89M Buy
54,034
+3,012
+6% +$327K 2.18% 12
2023
Q4 		$5.65M Sell
51,022
-1,759
-3% -$183K 2.29% 12
2023
Q3 		$5.38M Buy
52,781
+2,862
+6% +$302K 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% +$122K 2.28% 9
2022
Q4 		$4.64M Buy
+44,044
New +$4.61M 2.25% 10
2020
Q3 		– Sell
-288
Closed -$39K – 157
2020
Q2 		$39K Buy
+288
New +$37.5K 0.03% 130

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Modus Advisors's LQD Position: Q2 2026 in Review

Modus Advisors increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1.7% in Q2 2026, buying an estimated $129K and bringing the position to 69,356 shares worth $7.56M. The position accounts for 1.87% of the portfolio, ranked #15.

Modus Advisors first reported a position in LQD in Q2 2020 and has held it in 16 quarters since. 1,111 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Modus Advisors held 69,356 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $7.56M as of Q2 2026.
  • Modus Advisors bought 1,181 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $129K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 1.87% of Modus Advisors's portfolio in Q2 2026, its #15 holding.
  • Modus Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.