Shelter Mutual Insurance’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Hold	113,212	–	–	2.26%	16
2026 Q1	$10.7M	Buy	113,212 +3,642	+3%	+$348K	2.39%	17
2025 Q4	$10.4M	Buy	109,570 +1,470	+1%	+$140K	2.33%	18
2025 Q3	$10.3M	Buy	108,100 +1,630	+2%	+$153K	2.31%	18
2025 Q2	$10M	Sell	106,470 -3,400	-3%	-$315K	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%	-$629K	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%	+$9.27M	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	$1.75M	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	+$1.97M	0.55%	49

Other funds holding MBB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

Shelter Mutual Insurance held its iShares MBS ETF (MBB) position steady in Q2 2026 at 113,212 shares worth $10.7M. The position accounts for 2.26% of the portfolio, ranked #16.

Shelter Mutual Insurance first reported a position in MBB in Q1 2021 and has held it in 22 quarters since. The position peaked at $11M in Q4 2023. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Shelter Mutual Insurance held 113,212 shares of iShares MBS ETF worth $10.7M as of Q2 2026.
Shelter Mutual Insurance left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 2.26% of Shelter Mutual Insurance's portfolio in Q2 2026, its #16 holding.
Shelter Mutual Insurance first reported a position in iShares MBS ETF in Q1 2021 and has held it in 22 quarters since.
Shelter Mutual Insurance's iShares MBS ETF position peaked at $11M in Q4 2023.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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