Shelter Mutual Insurance’s Vanguard Total Bond Market BND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.62M	Hold	76,583	–	–	1.19%	35
2026 Q1	$5.64M	Hold	76,583	–	–	1.25%	34
2025 Q4	$5.67M	Hold	76,583	–	–	1.27%	34
2025 Q3	$5.7M	Hold	76,583	–	–	1.28%	33
2025 Q2	$5.64M	Hold	76,583	–	–	1.31%	33
2025 Q1	$5.63M	Hold	76,583	–	–	1.36%	32
2024 Q4	$5.51M	Hold	76,583	–	–	1.37%	33
2024 Q3	$5.59M	Hold	76,583	–	–	1.33%	33
2024 Q2	$5.52M	Hold	76,583	–	–	1.44%	33
2024 Q1	$5.56M	Hold	76,583	–	–	1.43%	32
2023 Q4	$5.63M	Hold	76,583	–	–	1.55%	32
2023 Q3	$5.34M	Hold	76,583	–	–	1.49%	31
2023 Q2	$5.57M	Buy	+76,583	New	+$5.61M	1.35%	34

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Shelter Mutual Insurance held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 76,583 shares worth $5.62M. The position accounts for 1.19% of the portfolio, ranked #35.

Shelter Mutual Insurance first reported a position in BND in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.7M in Q3 2025. 1,814 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Shelter Mutual Insurance held 76,583 shares of Vanguard Total Bond Market worth $5.62M as of Q2 2026.
Shelter Mutual Insurance left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 1.19% of Shelter Mutual Insurance's portfolio in Q2 2026, its #35 holding.
Shelter Mutual Insurance first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 13 quarters since.
Shelter Mutual Insurance's Vanguard Total Bond Market position peaked at $5.7M in Q3 2025.
1,814 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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