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CHB Investment Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

CHB Investment Group’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
2025
Q2 		$12.6M Sell
114,723
-3,586
-3% -$385K 6.41% 2
2025
Q1 		$12.9M Buy
118,309
+1,156
+1% +$125K 6.84% 2
2024
Q4 		$12.5M Buy
117,153
+4,436
+4% +$485K 6.8% 2
2024
Q3 		$12.7M Buy
+112,717
New +$12.5M 6.76% 2

Other funds holding LQD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

CHB Investment Group's LQD Position: Q2 2025 in Review

CHB Investment Group reduced its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3% in Q2 2025, selling an estimated $385K and leaving 114,723 shares worth $12.6M. The position accounts for 6.41% of the portfolio, ranked #2.

CHB Investment Group first reported a position in LQD in Q3 2024 and has held it in 4 quarters since. The position peaked at $12.9M in Q1 2025. 1,049 funds tracked by Wall St. Rank hold LQD as of Q2 2025.

  • CHB Investment Group held 114,723 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $12.6M as of Q2 2025.
  • CHB Investment Group sold 3,586 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $385K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 6.41% of CHB Investment Group's portfolio in Q2 2025, its #2 holding.
  • CHB Investment Group first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $12.9M in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.