American Family Insurance Mutual Holding’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$34.4M	Hold	670,543	–	–	2.95%	7
2023 Q4	$34.4M	Hold	670,543	–	–	2.51%	7
2023 Q3	$33.4M	Hold	670,543	–	–	2.6%	8
2023 Q2	$33.6M	Hold	670,543	–	–	2.54%	8
2023 Q1	$33.9M	Hold	670,543	–	–	2.43%	7
2022 Q4	$33.4M	Hold	670,543	–	–	2.96%	7
2022 Q3	$33M	Hold	670,543	–	–	1.8%	6
2022 Q2	$33.9M	Hold	670,543	–	–	1.66%	8
2022 Q1	$34.7M	Buy	670,543 +185,000	+38%	+$9.75M	1.39%	9
2021 Q4	$26.2M	Buy	+485,543	New	+$26.3M	0.93%	7

Other funds holding IGSB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

American Family Insurance Mutual Holding held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2024 at 670,543 shares worth $34.4M. The position accounts for 2.95% of the portfolio, ranked #7.

American Family Insurance Mutual Holding first reported a position in IGSB in Q4 2021 and has held it in 10 quarters since. The position peaked at $34.7M in Q1 2022. 889 funds tracked by Wall St. Rank hold IGSB as of Q1 2024.

American Family Insurance Mutual Holding held 670,543 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $34.4M as of Q1 2024.
American Family Insurance Mutual Holding left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2024.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.95% of American Family Insurance Mutual Holding's portfolio in Q1 2024, its #7 holding.
American Family Insurance Mutual Holding first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
American Family Insurance Mutual Holding's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $34.7M in Q1 2022.
889 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2024.

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