Shelter Mutual Insurance’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$836K	Hold	10,900	–	–	0.18%	54
2026 Q1	$841K	Hold	10,900	–	–	0.19%	54
2025 Q4	$849K	Hold	10,900	–	–	0.19%	53
2025 Q3	$851K	Hold	10,900	–	–	0.19%	53
2025 Q2	$843K	Hold	10,900	–	–	0.2%	53
2025 Q1	$835K	Hold	10,900	–	–	0.2%	54
2024 Q4	$815K	Hold	10,900	–	–	0.2%	54
2024 Q3	$826K	Hold	10,900	–	–	0.2%	54
2024 Q2	$816K	Hold	10,900	–	–	0.21%	54
2024 Q1	$822K	Hold	10,900	–	–	0.21%	54
2023 Q4	$833K	Hold	10,900	–	–	0.23%	54
2023 Q3	$788K	Hold	10,900	–	–	0.22%	56
2023 Q2	$820K	Buy	+10,900	New	+$830K	0.2%	60

Other funds holding BIV

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Shelter Mutual Insurance held its Vanguard Intermediate-Term Bond ETF (BIV) position steady in Q2 2026 at 10,900 shares worth $836K. The position accounts for 0.18% of the portfolio, ranked #54.

Shelter Mutual Insurance first reported a position in BIV in Q2 2023 and has held it in 13 quarters since. The position peaked at $851K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Shelter Mutual Insurance held 10,900 shares of Vanguard Intermediate-Term Bond ETF worth $836K as of Q2 2026.
Shelter Mutual Insurance left its Vanguard Intermediate-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Bond ETF made up 0.18% of Shelter Mutual Insurance's portfolio in Q2 2026, its #54 holding.
Shelter Mutual Insurance first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Shelter Mutual Insurance's Vanguard Intermediate-Term Bond ETF position peaked at $851K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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