USB
BIDD

Union Savings Bank’s iShares International Dividend Active ETF BIDD Stock Holding History

Union Savings Bank’s Portfolio BIDD Stock Details BIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$385K Hold
14,640
– – 0.18% 92
2025
Q1 		$379K Hold
14,640
– – 0.19% 93
2024
Q4 		$361K Buy
+14,640
New +$371K 0.18% 93

Other funds holding BIDD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MCA
Midwest Capital Advisors Grand Rapids, Michigan $246M AUM 23.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Union Savings Bank's BIDD Position: Q2 2025 in Review

Union Savings Bank held its iShares International Dividend Active ETF (BIDD) position steady in Q2 2025 at 14,640 shares worth $385K. The position accounts for 0.18% of the portfolio, ranked #92.

Union Savings Bank first reported a position in BIDD in Q4 2024 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold BIDD as of Q2 2025.

  • Union Savings Bank held 14,640 shares of iShares International Dividend Active ETF worth $385K as of Q2 2025.
  • Union Savings Bank left its iShares International Dividend Active ETF share count unchanged in Q2 2025.
  • iShares International Dividend Active ETF made up 0.18% of Union Savings Bank's portfolio in Q2 2025, its #92 holding.
  • Union Savings Bank first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.