Shelter Mutual Insurance’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
106,470
-3,400
| -3% | -$319K | 2.32% | 19 |
|
|
2025
Q1 | $10.3M | Hold |
109,870
| – | – | 2.48% | 16 |
|
|
2024
Q4 | $10.1M | Hold |
109,870
| – | – | 2.51% | 18 |
|
|
2024
Q3 | $10.2M | Sell |
109,870
-6,650
| -6% | -$619K | 2.44% | 17 |
|
|
2024
Q2 | $10.7M | Hold |
116,520
| – | – | 2.78% | 11 |
|
|
2024
Q1 | $10.8M | Hold |
116,520
| – | – | 2.77% | 10 |
|
|
2023
Q4 | $11M | Hold |
116,520
| – | – | 3.02% | 6 |
|
|
2023
Q3 | $10.3M | Hold |
116,520
| – | – | 2.89% | 8 |
|
|
2023
Q2 | $10.9M | Buy |
116,520
+98,520
| +547% | +$9.19M | 2.64% | 14 |
|
|
2023
Q1 | $1.71M | Hold |
18,000
| – | – | 0.48% | 44 |
|
|
2022
Q4 | $1.67M | Hold |
18,000
| – | – | 0.48% | 44 |
|
|
2022
Q3 | $1.65M | Hold |
18,000
| – | – | 0.53% | 44 |
|
|
2022
Q2 | $1.76M | Hold |
18,000
| – | – | 0.53% | 45 |
|
|
2022
Q1 | $1.83M | Hold |
18,000
| – | – | 0.48% | 47 |
|
|
2021
Q4 | $1.93M | Hold |
18,000
| – | – | 0.5% | 47 |
|
|
2021
Q3 | $1.95M | Hold |
18,000
| – | – | 0.55% | 47 |
|
|
2021
Q2 | $1.95M | Hold |
18,000
| – | – | 0.54% | 46 |
|
|
2021
Q1 | $1.95M | Buy |
+18,000
| New | +$1.95M | 0.55% | 49 |
|