CI

CHB Investment Group, LLC

13F
CHB Investment Group, LLC
Last update 2025-04-17 74 Stocks (0 new)
Value $188.00 Mil Turnover 1 %
Countries:
Top Holdings: BIV(7.04%)LQD(6.83%)ANGL(4.68%)VCIT(3.50%)AXON(2.42%)
Summary Stock Picks Current Portfolio
CHB Investment Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIV 		Vanguard Intermediate-Term Bond ETF
172,993
13,250.0
+1.71%
7.040
+0.12%
0.060
+0.74%
+3.60%
22,582.1
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
118,309
12,860.0
+0.99%
6.830
+0.07%
0.040
-0.53%
+2.42%
30,530.3
 
ANGL 		VanEck Vectors Fallen Angel High Yield Bond ETF
305,337
8,810.0
+0.48%
4.680
+0.02%
0.310
+0.27%
+2.22%
2,823.7
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
80,442
6,580.0
+2.00%
3.500
+0.07%
0.010
+0.74%
+3.36%
52,196.3
 
AXON 		Axon Enterprise Inc
8,666
4,560.0
-2.05%
2.420
-0.06%
0.010
+41.89%
+26.17%
58,375.7
Aerospace & Defense
FI 		Fiserv Inc
17,404
3,840.0
-0.92%
2.040
-0.02%
0.000
-30.93%
-20.75%
90,256.3
Software
BRO 		Brown & Brown Inc
29,360
3,650.0
-0.04%
1.940
0%
0.010
-4.63%
+10.97%
32,360.3
Insurance
WRB 		WR Berkley Corp
50,557
3,600.0
+0.34%
1.910
+0.01%
0.010
+18.56%
+27.79%
28,334.1
Insurance
STIP 		iShares 0-5 Year TIPS Bond ETF
33,611
3,480.0
+5.03%
1.850
+0.09%
0.030
+1.34%
+3.51%
12,586.9
 
BSX 		Boston Scientific Corp
34,317
3,460.0
-0.39%
1.840
-0.01%
0.000
+1.42%
+17.85%
155,726.5
Medical Devices & Instruments

CHB Investment Group, LLC's Historical Top Holdings Breakdowns

CHB Investment Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.12%
●
73.78 ($75.44) 76.59
$76.41
1.29%
Add 1.71%
172,993
2,908
URTH 		iShares MSCI World ETF2025-03-31Add
+0.10%
●
151.24 ($158.32) 164.09
$163.31
3.15%
Add 18.41%
7,711
1,199
STIP 		iShares 0-5 Year TIPS Bond ETF2025-03-31Add
+0.09%
●
100.59 ($101.89) 103.47
$102.71
0.80%
Add 5.03%
33,611
1,610
ZROZ 		PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund2025-03-31Add
+0.08%
●
65.49 ($69.82) 74.67
$64.51
-7.61%
Add 6.91%
31,907
2,063
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Reduce
-0.08%
●
21.23 ($22.75) 23.75
$22.72
-0.13%
Reduce -4.99%
129,028
-6,770
LTPZ 		PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund2025-03-31Add
+0.07%
●
50.99 ($53.49) 55.74
$51.62
-3.50%
Add 6.08%
38,994
2,236
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2025-03-31Add
+0.07%
●
79.17 ($80.9) 82.04
$81.72
1.01%
Add 2%
80,442
1,579
RWJ 		Invesco S&P SmallCap 600 Revenue ETF2025-03-31Add
+0.07%
●
40.15 ($44.69) 47.73
$41.27
-7.65%
Add 14.87%
24,202
3,133
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2025-03-31Add
+0.07%
●
105.1 ($107.75) 109.61
$107.77
0.02%
Add 0.99%
118,309
1,156
AXON 		Axon Enterprise Inc2025-03-31Reduce
-0.06%
●
496.65 ($585.29) 710.01
$749.84
28.11%
Reduce -2.05%
8,666
-181

CHB Investment Group, LLC Total Holding History ($B)

To

CHB Investment Group, LLC's Asset Allocation

To

CHB Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CHB Investment Group, LLC's Hypothetical Growth since 2025-03-31

CHB Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CHB Investment Group, LLC's Holdings Heat Map

Size field:

CHB Investment Group, LLC's Holdings Bubble Chart

CHB Investment Group, LLC News

  • 1

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