Shelter Mutual Insurance’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Shelter Mutual Insurance’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.71M	Hold	57,660	–	–	1.21%	34
2026 Q1	$5.72M	Hold	57,660	–	–	1.27%	33
2025 Q4	$5.76M	Hold	57,660	–	–	1.28%	32
2025 Q3	$5.78M	Hold	57,660	–	–	1.3%	32
2025 Q2	$5.72M	Hold	57,660	–	–	1.33%	32
2025 Q1	$5.7M	Hold	57,660	–	–	1.38%	31
2024 Q4	$5.59M	Hold	57,660	–	–	1.39%	32
2024 Q3	$5.67M	Hold	57,660	–	–	1.35%	32
2024 Q2	$5.6M	Hold	57,660	–	–	1.46%	32
2024 Q1	$5.65M	Hold	57,660	–	–	1.45%	31
2023 Q4	$5.72M	Hold	57,660	–	–	1.58%	31
2023 Q3	$5.42M	Hold	57,660	–	–	1.51%	28
2023 Q2	$5.65M	Buy	+57,660	New	+$5.7M	1.37%	33

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shelter Mutual Insurance's AGG Position: Q2 2026 in Review

Shelter Mutual Insurance held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 57,660 shares worth $5.71M. The position accounts for 1.21% of the portfolio, ranked #34.

Shelter Mutual Insurance first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.78M in Q3 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Shelter Mutual Insurance held 57,660 shares of iShares Core US Aggregate Bond ETF worth $5.71M as of Q2 2026.
Shelter Mutual Insurance left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 1.21% of Shelter Mutual Insurance's portfolio in Q2 2026, its #34 holding.
Shelter Mutual Insurance first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Shelter Mutual Insurance's iShares Core US Aggregate Bond ETF position peaked at $5.78M in Q3 2025.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.