UTC
BND icon

Unified Trust Company’s Vanguard Total Bond Market BND Stock Holding History

Unified Trust Company’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.68M Buy
19,681
+715
+4% +$61.7K 0.5% 49
2021
Q2 		$1.63M Buy
18,966
+4,078
+27% +$348K 0.48% 47
2021
Q1 		$1.26M Buy
+14,888
New +$1.28M 0.41% 50

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Unified Trust Company's BND Position: Q3 2021 in Review

Unified Trust Company increased its Vanguard Total Bond Market (BND) stake by 3.8% in Q3 2021, buying an estimated $61.7K and bringing the position to 19,681 shares worth $1.68M. The position accounts for 0.5% of the portfolio, ranked #49.

Unified Trust Company first reported a position in BND in Q1 2021 and has held it in 3 quarters since. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Unified Trust Company held 19,681 shares of Vanguard Total Bond Market worth $1.68M as of Q3 2021.
  • Unified Trust Company bought 715 Vanguard Total Bond Market shares in Q3 2021, an estimated $61.7K.
  • Vanguard Total Bond Market made up 0.5% of Unified Trust Company's portfolio in Q3 2021, its #49 holding.
  • Unified Trust Company first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 3 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.