Shelter Mutual Insurance’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.5M	Hold	263,974	–	–	2.86%	12
2026 Q1	$13.5M	Sell	263,974 -10,016	-4%	-$519K	3.01%	9
2025 Q4	$14.2M	Buy	273,990 +3,130	+1%	+$163K	3.16%	8
2025 Q3	$14.1M	Sell	270,860 -16,950	-6%	-$875K	3.17%	7
2025 Q2	$14.8M	Buy	287,810 +3,000	+1%	+$152K	3.43%	5
2025 Q1	$14.5M	Hold	284,810	–	–	3.51%	3
2024 Q4	$14.3M	Hold	284,810	–	–	3.57%	4
2024 Q3	$14.6M	Sell	284,810 -6,170	-2%	-$318K	3.48%	4
2024 Q2	$14.6M	Hold	290,980	–	–	3.8%	3
2024 Q1	$14.8M	Hold	290,980	–	–	3.81%	3
2023 Q4	$14.9M	Hold	290,980	–	–	4.11%	3
2023 Q3	$14M	Hold	290,980	–	–	3.9%	3
2023 Q2	$14.6M	Buy	290,980 +160,980	+124%	+$8.08M	3.54%	3
2023 Q1	$6.59M	Hold	130,000	–	–	1.84%	23
2022 Q4	$6.38M	Hold	130,000	–	–	1.83%	26
2022 Q3	$6.25M	Hold	130,000	–	–	2.02%	22
2022 Q2	$6.63M	Hold	130,000	–	–	2.01%	22
2022 Q1	$7.16M	Hold	130,000	–	–	1.88%	26
2021 Q4	$7.77M	Hold	130,000	–	–	2.01%	23
2021 Q3	$7.94M	Hold	130,000	–	–	2.24%	19
2021 Q2	$7.88M	Hold	130,000	–	–	2.2%	20
2021 Q1	$7.67M	Buy	+130,000	New	+$7.83M	2.16%	20

Other funds holding USIG

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

TCIIS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Shelter Mutual Insurance held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 263,974 shares worth $13.5M. The position accounts for 2.86% of the portfolio, ranked #12.

Shelter Mutual Insurance first reported a position in USIG in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.9M in Q4 2023. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

Shelter Mutual Insurance held 263,974 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $13.5M as of Q2 2026.
Shelter Mutual Insurance left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 2.86% of Shelter Mutual Insurance's portfolio in Q2 2026, its #12 holding.
Shelter Mutual Insurance first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Shelter Mutual Insurance's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $14.9M in Q4 2023.
463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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