Shelter Mutual Insurance’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Hold	10,000	–	–	0.1%	58
2026 Q1	$476K	Hold	10,000	–	–	0.11%	57
2025 Q4	$481K	Hold	10,000	–	–	0.11%	56
2025 Q3	$485K	Hold	10,000	–	–	0.11%	56
2025 Q2	$479K	Hold	10,000	–	–	0.11%	56
2025 Q1	$476K	Hold	10,000	–	–	0.11%	56
2024 Q4	$468K	Hold	10,000	–	–	0.12%	56
2024 Q3	$477K	Hold	10,000	–	–	0.11%	55
2024 Q2	$469K	Hold	10,000	–	–	0.12%	57
2024 Q1	$475K	Hold	10,000	–	–	0.12%	57
2023 Q4	$482K	Hold	10,000	–	–	0.13%	57
2023 Q3	$450K	Hold	10,000	–	–	0.13%	59
2023 Q2	$472K	Buy	+10,000	New	+$473K	0.11%	65

Other funds holding QLTA

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWMG

Compass Wealth Management (Georgia) Atlanta, Georgia $251M AUM 24.11% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Shelter Mutual Insurance held its iShares AAA-A Rated Corporate Bond ETF (QLTA) position steady in Q2 2026 at 10,000 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #58.

Shelter Mutual Insurance first reported a position in QLTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $485K in Q3 2025. 177 funds tracked by Wall St. Rank hold QLTA as of Q2 2026.

Shelter Mutual Insurance held 10,000 shares of iShares AAA-A Rated Corporate Bond ETF worth $475K as of Q2 2026.
Shelter Mutual Insurance left its iShares AAA-A Rated Corporate Bond ETF share count unchanged in Q2 2026.
iShares AAA-A Rated Corporate Bond ETF made up 0.1% of Shelter Mutual Insurance's portfolio in Q2 2026, its #58 holding.
Shelter Mutual Insurance first reported a position in iShares AAA-A Rated Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Shelter Mutual Insurance's iShares AAA-A Rated Corporate Bond ETF position peaked at $485K in Q3 2025.
177 funds tracked by Wall St. Rank held iShares AAA-A Rated Corporate Bond ETF as of Q2 2026.

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