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American Family Insurance Mutual Holding’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

American Family Insurance Mutual Holding’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-257,973
Closed -$26.3M – 11
2023
Q3 		$26.3M Hold
257,973
– – 2.05% 9
2023
Q2 		$27.9M Hold
257,973
– – 2.1% 9
2023
Q1 		$28.3M Sell
257,973
-47,000
-15% -$5.09M 2.03% 8
2022
Q4 		$32.2M Buy
304,973
+47,000
+18% +$4.92M 2.85% 8
2022
Q3 		$26.4M Buy
257,973
+18,745
+8% +$2.07M 1.44% 7
2022
Q2 		$26.3M Buy
239,228
+135,867
+131% +$15.3M 1.29% 9
2022
Q1 		$12.5M Buy
103,361
+71,960
+229% +$8.98M 0.5% 12
2021
Q4 		$4.16M Buy
31,401
+201
+0.6% +$26.7K 0.15% 11
2021
Q3 		$4.15M Sell
31,200
-3,118,400
-99% -$421M 0.15% 10
2021
Q2 		$423M Buy
3,149,600
+1,071,000
+52% +$141M 19.94% 3
2021
Q1 		$270M Buy
2,078,600
+775,000
+59% +$103M 15.95% 3
2020
Q4 		$180M Buy
1,303,600
+1,130,463
+653% +$154M 11.41% 3
2020
Q3 		$23.3M Buy
+173,137
New +$23.6M 1.48% 5

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

American Family Insurance Mutual Holding's LQD Position: Q4 2023 in Review

American Family Insurance Mutual Holding sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2023, closing a stake of 257,973 shares — an estimated $26.3M sold.

American Family Insurance Mutual Holding first reported a position in LQD in Q3 2020 and held it in 13 quarters. The position peaked at $423M in Q2 2021. 1,099 funds tracked by Wall St. Rank hold LQD as of Q4 2023.

  • American Family Insurance Mutual Holding reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • American Family Insurance Mutual Holding sold 257,973 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $26.3M.
  • American Family Insurance Mutual Holding first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020 and held it in 13 quarters.
  • American Family Insurance Mutual Holding's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $423M in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2023.

Based on American Family Insurance Mutual Holding's 13F filing for Q4 2023, filed 14 Feb 2024.