Shelter Mutual Insurance’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.17M	Hold	97,200	–	–	1.09%	37
2026 Q1	$5.17M	Hold	97,200	–	–	1.15%	37
2025 Q4	$5.24M	Hold	97,200	–	–	1.17%	36
2025 Q3	$5.26M	Hold	97,200	–	–	1.18%	36
2025 Q2	$5.17M	Hold	97,200	–	–	1.2%	35
2025 Q1	$5.1M	Hold	97,200	–	–	1.23%	34
2024 Q4	$5.02M	Hold	97,200	–	–	1.25%	36
2024 Q3	$5.09M	Hold	97,200	–	–	1.21%	37
2024 Q2	$4.99M	Hold	97,200	–	–	1.3%	36
2024 Q1	$5.02M	Hold	97,200	–	–	1.29%	36
2023 Q4	$5.06M	Hold	97,200	–	–	1.39%	34
2023 Q3	$4.73M	Hold	97,200	–	–	1.32%	36
2023 Q2	$4.91M	Buy	+97,200	New	+$4.94M	1.19%	39

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

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

Shelter Mutual Insurance held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 97,200 shares worth $5.17M. The position accounts for 1.09% of the portfolio, ranked #37.

Shelter Mutual Insurance first reported a position in IGIB in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.26M in Q3 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Shelter Mutual Insurance held 97,200 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.17M as of Q2 2026.
Shelter Mutual Insurance left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.09% of Shelter Mutual Insurance's portfolio in Q2 2026, its #37 holding.
Shelter Mutual Insurance first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Shelter Mutual Insurance's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.26M in Q3 2025.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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