American Family Investments, Inc.
CIK 2029723 · Holdings on Jun 30, 2026 · First reported Aug 17, 2026
Top ten holdings
Q2 2026- BHYB47.10%
- IWV12.52%
- JNK9.88%
- SPIB8.83%
- VCIT7.47%
- IGF3.05%
- VOO2.70%
- BOW2.54%
- XLRE2.03%
- IWP1.91%
Share classes counted separately98.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWVWeight increased · +4.30 pp8.22% → 12.52%Shares +783.69K (+92.88%)
- HYDWeight decreased · -3.61 pp5.12% → 1.51%Shares -2.25M (-58.10%)
- BHYBWeight decreased · -2.56 pp49.66% → 47.10%Shares +13.09M (+37.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BHYBXTRACKERS US HY BB-B EX FINETF View history and evidence | $2.61B | 47.10% | 48.11M shares | 49.66% → 47.10%-2.56 pp +13.09M (+37.37%) | Added | ↗▾ |
| 02 | IWVISHARES RUSSELL 3000 ETFETF View history and evidence | $693.93M | 12.52% | 1.63M shares | 8.22% → 12.52%+4.30 pp +783.69K (+92.88%) | Added | ↗▾ |
| 03 | JNKSS SPDR BB HIGH YIELD BONDETF View history and evidence | $547.63M | 9.88% | 5.68M shares | 8.97% → 9.88%+0.91 pp +2.12M (+59.40%) | Added | ↗▾ |
| 04 | SPIBSS SPDR P INT C CORP ETFETF View history and evidence | $489.53M | 8.83% | 14.63M shares | 8.98% → 8.83%-0.15 pp +4.45M (+43.73%) | Added | ↗▾ |
| 05 | VCITVANGUARD INT-TERM CORPORATEETF View history and evidence | $413.95M | 7.47% | 5.01M shares | 6.00% → 7.47%+1.47 pp +2.25M (+81.70%) | Added | ↗▾ |
| 06 | IGFISHARES GLOBAL INFRASTRUCTURETF View history and evidence | $169.04M | 3.05% | 2.54M shares | 2.42% → 3.05%+0.63 pp +1.17M (+85.17%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $149.59M | 2.70% | 217.81K shares | 3.25% → 2.70%-0.55 pp +10.89K (+5.26%) | Added | ↗▾ |
| 08 | BOWBOWHEAD SPECIALTY HOLDINGS I View history and evidence | $140.69M | 2.54% | 4.70M shares | 2.77% → 2.54%-0.23 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | XLRESS REAL ESTATE SELECT SECTORETF View history and evidence | $112.27M | 2.03% | 2.55M shares | 1.47% → 2.03%+0.56 pp +1.18M (+86.51%) | Added | ↗▾ |
| 10 | IWPISHARES RUSSELL MID-CAP GROWETF View history and evidence | $105.97M | 1.91% | 723.82K shares | 2.09% → 1.91%-0.18 pp +103.29K (+16.65%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2029723 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5541261803
}Take these holdings further.
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