Union Savings Bank’s Vanguard Total Bond Market BND Stock Holding History

Union Savings Bank’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
2026 Q2	$153K	Hold	2,078	–	–	0.06%	147
2026 Q1	$153K	Hold	2,078	–	–	0.07%	143
2025 Q4	$154K	Buy	+2,078	New	+$155K	0.07%	144
2025 Q2	$128K	Sell	1,749 -137	-7%	-$9.96K	0.06%	158
2025 Q1	$139K	Hold	1,886	–	–	0.07%	146
2024 Q4	$136K	Sell	1,886 -3,724	-66%	-$272K	0.07%	147
2024 Q3	$421K	Sell	5,610 -370	-6%	-$27.4K	0.21%	92
2024 Q2	$431K	Buy	5,980 +5,470	+1,073%	+$392K	0.23%	88
2024 Q1	$37K	Hold	510	–	–	0.02%	230
2023 Q4	$37.5K	Hold	510	–	–	0.02%	226
2023 Q3	$35.6K	Buy	510 +350	+219%	+$25K	0.02%	227
2023 Q2	$11.6K	Buy	+160	New	+$11.7K	0.01%	262

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Union Savings Bank's BND Position: Q2 2026 in Review

Union Savings Bank held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 2,078 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #147.

Union Savings Bank first reported a position in BND in Q2 2023 and has held it in 12 quarters since. The position peaked at $431K in Q2 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Union Savings Bank held 2,078 shares of Vanguard Total Bond Market worth $153K as of Q2 2026.
Union Savings Bank left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.06% of Union Savings Bank's portfolio in Q2 2026, its #147 holding.
Union Savings Bank first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Vanguard Total Bond Market position peaked at $431K in Q2 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.