Shelter Mutual Insurance’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12M	Hold	136,932	–	–	0.66%	43
2026 Q1	$3.14M	Sell	136,932 -688	-0.5%	-$15.9K	0.7%	44
2025 Q4	$3.17M	Buy	137,620 +13,060	+10%	+$302K	0.71%	43
2025 Q3	$2.88M	Buy	124,560 +13,410	+12%	+$307K	0.65%	43
2025 Q2	$2.55M	Buy	111,150 +5,900	+6%	+$134K	0.59%	45
2025 Q1	$2.42M	Hold	105,250	–	–	0.58%	46
2024 Q4	$2.36M	Hold	105,250	–	–	0.59%	46
2024 Q3	$2.39M	Buy	105,250 +57,250	+119%	+$1.33M	0.57%	47
2024 Q2	$1.08M	Hold	48,000	–	–	0.28%	50
2024 Q1	$1.09M	Hold	48,000	–	–	0.28%	50
2023 Q4	$1.11M	Hold	48,000	–	–	0.31%	50
2023 Q3	$1.06M	Hold	48,000	–	–	0.3%	52
2023 Q2	$1.1M	Buy	+48,000	New	+$1.11M	0.27%	56

Other funds holding GOVT

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Shelter Mutual Insurance held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 136,932 shares worth $3.12M. The position accounts for 0.66% of the portfolio, ranked #43.

Shelter Mutual Insurance first reported a position in GOVT in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.17M in Q4 2025. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Shelter Mutual Insurance held 136,932 shares of iShares US Treasury Bond ETF worth $3.12M as of Q2 2026.
Shelter Mutual Insurance left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
iShares US Treasury Bond ETF made up 0.66% of Shelter Mutual Insurance's portfolio in Q2 2026, its #43 holding.
Shelter Mutual Insurance first reported a position in iShares US Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Shelter Mutual Insurance's iShares US Treasury Bond ETF position peaked at $3.17M in Q4 2025.
955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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