$2.49 Billion is the total value of American Family Insurance Mutual Holding Co's 16 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYDW | Buy | XTRACKERS LOW BETA HIGH YIELD BOND ETFetf | $1,473,600,000 | +47.2% | 30,566,282 | +54.4% | 59.09% | +66.4% |
| IWV | Buy | ISHARES RUSSELL 3000 ETFetf | $155,487,000 | +78.5% | 592,626 | +88.8% | 6.24% | +101.8% |
| SPY | New | SPDR S&P ETF TRUSTetf | $42,544,000 | – | 94,200 | +100.0% | 1.71% | – |
| IGIB | Buy | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $41,216,000 | +113.2% | 751,159 | +130.3% | 1.65% | +141.3% |
| IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $34,680,000 | +32.6% | 670,543 | +38.1% | 1.39% | +49.9% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $13,344,000 | +213.2% | 32,140 | +229.3% | 0.54% | +254.3% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $12,500,000 | +200.4% | 103,361 | +229.2% | 0.50% | +238.5% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TIDEWATER INC NEW | 18 | Q1 2024 | 0.9% |
| XTRACKERS USD HIGH YLD CORPORATE BOND ETF | 17 | Q1 2024 | 72.2% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 17 | Q1 2024 | 45.3% |
| XTRACKERS LOW BETA HIGH YIELD BOND ETF | 13 | Q1 2024 | 69.6% |
| ISHARES IBOXX $ INV GRADE CORPORATE ETF | 13 | Q3 2023 | 19.9% |
| VANGUARD S&P 500 Index | 12 | Q3 2023 | 4.6% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 11 | Q1 2024 | 23.6% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 11 | Q1 2024 | 19.3% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 10 | Q1 2024 | 3.3% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 10 | Q1 2024 | 3.0% |
View American Family Insurance Mutual Holding Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-08-13 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-11 |
View American Family Insurance Mutual Holding Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.