2026 Q2 Portfolio Activity
In 2026 Q2, American Family Investments, Inc. maintained a portfolio of 13 distinct positions. They heavily accumulated shares in ISHARES RUSSELL 3000 INDEX FUN, increasing the position by 92.9%. The fund also reduced its exposure to VANECK VECTORS HIGH YIELD MUNI by 58.1%.
Position History
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Total Positions
13
Quarter
2026 Q2
Top Holding
BHYB (47.1%)
Top 10 Concentration
98.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
American Family Investments, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BHYB
Xtrackers USD H...
|
ETF | 47.10% | 49.66% |
#1
Prev: #1
|
8.5 |
—
|
13,087,789 | 37.4% |
P
S
|
48,109,589 | $2,609,945,203 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IWV
ISHARES RUSSELL...
|
ETF | 12.52% | 8.22% |
#2
2
Prev: #4
|
8.5 |
—
|
783,688 | 92.9% |
P
S
|
1,627,426 | $693,934,446 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
JNK
SPDR BLOOMBERG ...
|
ETF | 9.88% | 8.97% |
#3
Prev: #3
|
8.0 |
—
|
2,117,623 | 59.4% |
P
S
|
5,682,623 | $547,634,379 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
SPIB
SPDR PORTFOLIO ...
|
ETF | 8.83% | 8.98% |
#4
2
Prev: #2
|
6.5 |
—
|
4,451,218 | 43.7% |
P
S
|
14,630,218 | $489,527,094 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VCIT
VANGUARD INTERM...
|
ETF | 7.47% | 6.00% |
#5
Prev: #5
|
6.5 |
—
|
2,252,018 | 81.7% |
P
S
|
5,008,438 | $413,947,401 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IGF
ISHARES S&P GLO...
|
ETF | 3.05% | 2.42% |
#6
3
Prev: #9
|
4.2 |
—
|
1,167,453 | 85.2% |
P
S
|
2,538,162 | $169,041,589 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.70% | 3.25% |
#7
Prev: #7
|
3.1 |
—
|
10,889 | 5.3% |
P
S
|
217,810 | $149,594,086 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
BOW
Bowhead Special...
|
Financial Services | 2.54% | 2.77% |
#8
Prev: #8
|
2.0 |
—
|
no change | no change |
P
S
|
4,700,761 | $140,693,777 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
XLRE
REAL ESTATE SEL...
|
ETF | 2.03% | 1.47% |
#9
2
Prev: #11
|
3.8 |
—
|
1,182,674 | 86.5% |
P
S
|
2,549,761 | $112,265,977 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
IWP
iShares Russell...
|
ETF | 1.91% | 2.09% |
#10
Prev: #10
|
2.8 |
—
|
103,294 | 16.6% |
P
S
|
723,817 | $105,974,047 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
HYD
VANECK VECTORS ...
|
ETF | 1.51% | 5.12% |
#11
5
Prev: #6
|
0.6 |
—
|
-2,254,714 | -58.1% |
P
S
|
1,626,304 | $83,770,919 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
LQD
ISHARES IBOXX I...
|
ETF | 0.31% | 0.78% |
#12
Prev: #12
|
0.1 |
—
|
-118,000 | -43.2% |
P
S
|
155,400 | $16,949,478 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 | |||
|
TDW
TIDEWATER INC N...
|
Energy | 0.14% | 0.26% |
#13
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
119,817 | $7,983,407 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-17 |
Showing 1-13 of 13 holdings