Shelter Mutual Insurance’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
287,810
+3,000
| +1% | +$154K | 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% | -$315K | 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% | +$8.06M | 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 | $7.68M | Buy |
+130,000
| New | +$7.68M | 2.16% | 20 |
|