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

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

SONA Asset Management (US) New York $2.61B AUM 11.18% 1-Year Est. Return