Shelter Mutual Insurance’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$5.65M | 1.37% | 33 |
|