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CHB Investment Group, LLC Current Holdings: USA ETF

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CHB Investment Group, LLC current holdings: USA ETF

CHB Investment Group, LLC reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 29 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are BIV, LQD, ANGL.

  • BIV: Country of operation —; Class INTERMED TERM; Shares 170,970; Value $13,223.
  • LQD: Country of operation —; Class IBOXX INV CP ETF; Shares 114,723; Value $12,575.
  • ANGL: Country of operation —; Class FALLEN ANGEL HG; Shares 297,549; Value $8,712.
  • VCIT: Country of operation —; Class INT-TERM CORP; Shares 79,443; Value $6,587.

Form 13F-HR as filed (SEC CIK 1933274): quarter ended 2025-06-30, filed 2025-07-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
BIV
VANGUARD BD INDEX FDS		INTERMED TERM170,970$13,2232025-06-302025-07-15
LQD
ISHARES TR		IBOXX INV CP ETF114,723$12,5752025-06-302025-07-15
ANGL
VANECK ETF TRUST		FALLEN ANGEL HG297,549$8,7122025-06-302025-07-15
VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP79,443$6,5872025-06-302025-07-15
STIP
ISHARES TR		0-5 YR TIPS ETF34,116$3,5112025-06-302025-07-15
AGZ
ISHARES TR		AGENCY BOND ETF29,015$3,1832025-06-302025-07-15
SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF128,938$3,0732025-06-302025-07-15
IWY
ISHARES TR		RUS TP200 GR ETF11,821$2,9142025-06-302025-07-15
SPGP
INVESCO EXCHANGE TRADED FD T		S&P 500 GARP ETF25,038$2,6972025-06-302025-07-15
VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW23,802$2,5992025-06-302025-07-15
SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ96,186$2,5492025-06-302025-07-15
EQWL
INVESCO EXCHANGE TRADED FD T		S&P 100 EQL WIGH22,966$2,5262025-06-302025-07-15
VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS3,985$2,2642025-06-302025-07-15
XMHQ
INVESCO EXCHANGE TRADED FD T		S&P MDCP QUALITY22,983$2,2582025-06-302025-07-15
ZROZ
PIMCO ETF TR		25YR+ ZERO U S32,257$2,1642025-06-302025-07-15
LTPZ
PIMCO ETF TR		15+ YR US TIPS40,240$2,1112025-06-302025-07-15
IOO
ISHARES TR		GLOBAL 100 ETF18,933$2,0412025-06-302025-07-15
TOK
ISHARES TR		MSCI KOKUSAI ETF15,201$1,9152025-06-302025-07-15
DGT
SPDR SERIES TRUST		GLB DOW ETF12,622$1,9012025-06-302025-07-15
VO
VANGUARD INDEX FDS		MID CAP ETF6,598$1,8462025-06-302025-07-15
XSVM
INVESCO EXCHANGE TRADED FD T		S&P SMCP VLU MNT26,725$1,3892025-06-302025-07-15
VB
VANGUARD INDEX FDS		SMALL CP ETF5,584$1,3232025-06-302025-07-15
SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF46,295$1,2992025-06-302025-07-15
URTH
ISHARES INC		MSCI WORLD ETF7,594$1,2862025-06-302025-07-15
DIVS
GUINNESS ATKINSON FDS		SMARTETFS DIVID36,396$1,1202025-06-302025-07-15
RWJ
INVESCO EXCH TRADED FD TR II		S&P SMALLCAP 60023,982$1,0382025-06-302025-07-15
IJR
ISHARES TR		CORE S&P SCP ETF9,365$1,0232025-06-302025-07-15
QQQ
INVESCO QQQ TR		UNIT SER 11,049$5792025-06-302025-07-15+30.72%
FLTR
VANECK ETF TRUST		IG FLOATING RATE12,391$3162025-06-302025-07-15

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