Shelter Mutual Insurance’s Vanguard Long-Term Bond ETF BLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62M	Hold	38,000	–	–	0.55%	45
2026 Q1	$2.61M	Hold	38,000	–	–	0.58%	45
2025 Q4	$2.64M	Hold	38,000	–	–	0.59%	46
2025 Q3	$2.69M	Hold	38,000	–	–	0.6%	45
2025 Q2	$2.64M	Hold	38,000	–	–	0.61%	44
2025 Q1	$2.68M	Hold	38,000	–	–	0.65%	45
2024 Q4	$2.6M	Hold	38,000	–	–	0.65%	45
2024 Q3	$2.7M	Hold	38,000	–	–	0.65%	45
2024 Q2	$2.67M	Hold	38,000	–	–	0.7%	42
2024 Q1	$2.75M	Hold	38,000	–	–	0.71%	43
2023 Q4	$2.83M	Hold	38,000	–	–	0.78%	40
2023 Q3	$2.55M	Hold	38,000	–	–	0.71%	43
2023 Q2	$2.85M	Hold	38,000	–	–	0.69%	45
2023 Q1	$2.89M	Hold	38,000	–	–	0.81%	38
2022 Q4	$2.75M	Hold	38,000	–	–	0.79%	39
2022 Q3	$2.74M	Hold	38,000	–	–	0.89%	37
2022 Q2	$3.04M	Hold	38,000	–	–	0.92%	38
2022 Q1	$3.5M	Hold	38,000	–	–	0.92%	38
2021 Q4	$3.91M	Hold	38,000	–	–	1.01%	37
2021 Q3	$3.89M	Hold	38,000	–	–	1.1%	37
2021 Q2	$3.92M	Hold	38,000	–	–	1.09%	37
2021 Q1	$3.73M	Buy	+38,000	New	+$3.9M	1.05%	36

Other funds holding BLV

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Shelter Mutual Insurance held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 38,000 shares worth $2.62M. The position accounts for 0.55% of the portfolio, ranked #45.

Shelter Mutual Insurance first reported a position in BLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.92M in Q2 2021. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Shelter Mutual Insurance held 38,000 shares of Vanguard Long-Term Bond ETF worth $2.62M as of Q2 2026.
Shelter Mutual Insurance left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.55% of Shelter Mutual Insurance's portfolio in Q2 2026, its #45 holding.
Shelter Mutual Insurance first reported a position in Vanguard Long-Term Bond ETF in Q1 2021 and has held it in 22 quarters since.
Shelter Mutual Insurance's Vanguard Long-Term Bond ETF position peaked at $3.92M in Q2 2021.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

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