American Family Insurance Mutual Holding’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-50,000	Closed	-$1.26M	–	16
2022 Q1	$1.26M	Hold	50,000	–	–	0.05%	14
2021 Q4	$1.28M	Hold	50,000	–	–	0.05%	13
2021 Q3	$1.3M	Hold	50,000	–	–	0.05%	14
2021 Q2	$1.3M	Sell	50,000 -10,000	-17%	-$261K	0.06%	13
2021 Q1	$1.57M	Sell	60,000 -60,000	-50%	-$1.57M	0.09%	9
2020 Q4	$3.15M	Buy	120,000 +50,000	+71%	+$1.31M	0.2%	6
2020 Q3	$1.84M	Sell	70,000 -20,100	-22%	-$528K	0.12%	7
2020 Q2	$2.36M	Hold	90,100	–	–	0.2%	6
2020 Q1	$2.25M	Hold	90,100	–	–	0.64%	5
2019 Q4	$2.3M	Buy	+90,100	New	+$2.3M	0.51%	7

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

American Family Insurance Mutual Holding's IBDO Position: Q2 2022 in Review

American Family Insurance Mutual Holding sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2022, closing a stake of 50,000 shares — an estimated $1.26M sold.

American Family Insurance Mutual Holding first reported a position in IBDO in Q4 2019 and held it in 10 quarters. The position peaked at $3.15M in Q4 2020. 229 funds tracked by Wall St. Rank hold IBDO as of Q2 2022.

American Family Insurance Mutual Holding reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
American Family Insurance Mutual Holding sold 50,000 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2022, an estimated $1.26M.
American Family Insurance Mutual Holding first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 10 quarters.
American Family Insurance Mutual Holding's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $3.15M in Q4 2020.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2022.

Based on American Family Insurance Mutual Holding's 13F filing for Q2 2022, filed 28 Jul 2022.