CHB Investment Group, LLC
CIK 1933274 · Holdings on Sep 30, 2024 · First reported Oct 17, 2024
Top ten holdings
Q3 2024- BIV6.80%
- LQD6.76%
- ANGL4.64%
- VCIT3.42%
- AXON1.92%
- IRM1.85%
- AMGN1.78%
- FISV1.71%
- SCHB1.70%
- NOW1.70%
Share classes counted separately32.28%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $12.82M | 6.80% | 163.62K shares | Prior unavailable — | — | ↗▾ |
| 02 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $12.73M | 6.76% | 112.72K shares | Prior unavailable — | — | ↗▾ |
| 03 | ANGLVANECK FALLEN ANGEL HIGH YLDFALLEN ANGEL HG View history and evidence | $8.74M | 4.64% | 297.33K shares | Prior unavailable — | — | ↗▾ |
| 04 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $6.46M | 3.42% | 77.07K shares | Prior unavailable — | — | ↗▾ |
| 05 | AXONAXON ENTERPRISE INC View history and evidence | $3.63M | 1.92% | 9.07K shares | Prior unavailable — | — | ↗▾ |
| 06 | IRMIRON MOUNTAIN INC View history and evidence | $3.50M | 1.85% | 29.42K shares | Prior unavailable — | — | ↗▾ |
| 07 | AMGNAMGEN INC View history and evidence | $3.36M | 1.78% | 10.42K shares | Prior unavailable — | — | ↗▾ |
| 08 | FISVFISERV INC View history and evidence | $3.23M | 1.71% | 17.96K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $3.20M | 1.70% | 48.10K shares | Prior unavailable — | — | ↗▾ |
| 10 | NOWSERVICENOW INC View history and evidence | $3.20M | 1.70% | 3.58K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1933274 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 188498
}Research all 73 reported holdings.
This page includes 30 of 73 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 73 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1933274","quarter":"2024Q3","page_size":100}
get_institutional_manager_history
{"cik":"1933274","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.