American Family Insurance Mutual Holding’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

American Family Insurance Mutual Holding’s Portfolio HYDW Stock Details HYDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$164M	Hold	3,544,000	–	–	14.05%	2
2023 Q4	$163M	Sell	3,544,000 -525,000	-13%	-$23.5M	11.93%	3
2023 Q3	$180M	Hold	4,069,000	–	–	13.98%	3
2023 Q2	$184M	Sell	4,069,000 -11,961,000	-75%	-$542M	13.89%	3
2023 Q1	$737M	Buy	16,030,000 +3,344,000	+26%	+$151M	52.84%	1
2022 Q4	$564M	Sell	12,686,000 -16,833,282	-57%	-$750M	49.98%	1
2022 Q3	$1.28B	Buy	29,519,282 +5,113,000	+21%	+$233M	69.63%	1
2022 Q2	$1.09B	Sell	24,406,282 -6,160,000	-20%	-$285M	53.32%	1
2022 Q1	$1.47B	Buy	30,566,282 +10,767,000	+54%	+$526M	59.09%	1
2021 Q4	$1B	Buy	19,799,282 +4,798,282	+32%	+$242M	35.5%	1
2021 Q3	$762M	Buy	15,001,000 +3,674,000	+32%	+$187M	26.65%	1
2021 Q2	$576M	Buy	11,327,000 +2,827,000	+33%	+$143M	27.16%	2
2021 Q1	$429M	Buy	+8,500,000	New	+$430M	25.32%	2

Other funds holding HYDW

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

American Family Insurance Mutual Holding's HYDW Position: Q1 2024 in Review

American Family Insurance Mutual Holding held its Xtrackers Low Beta High Yield Bond ETF (HYDW) position steady in Q1 2024 at 3,544,000 shares worth $164M. The position accounts for 14.05% of the portfolio, ranked #2.

American Family Insurance Mutual Holding first reported a position in HYDW in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.47B in Q1 2022. 24 funds tracked by Wall St. Rank hold HYDW as of Q1 2024.

American Family Insurance Mutual Holding held 3,544,000 shares of Xtrackers Low Beta High Yield Bond ETF worth $164M as of Q1 2024.
American Family Insurance Mutual Holding left its Xtrackers Low Beta High Yield Bond ETF share count unchanged in Q1 2024.
Xtrackers Low Beta High Yield Bond ETF made up 14.05% of American Family Insurance Mutual Holding's portfolio in Q1 2024, its #2 holding.
American Family Insurance Mutual Holding first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2021 and has held it in 13 quarters since.
American Family Insurance Mutual Holding's Xtrackers Low Beta High Yield Bond ETF position peaked at $1.47B in Q1 2022.
24 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2024.

Based on American Family Insurance Mutual Holding's 13F filing for Q1 2024, filed 15 May 2024.