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Union Savings Bank’s Vanguard Total International Bond ETF BNDX Stock Holding History

Union Savings Bank’s Portfolio BNDX Stock Details BNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,759
Closed -$88.4K – 293
2024
Q3 		$88.4K Hold
1,759
– – 0.04% 190
2024
Q2 		$85.6K Buy
+1,759
New +$85.6K 0.04% 191

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Union Savings Bank's BNDX Position: Q4 2024 in Review

Union Savings Bank sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 1,759 shares — an estimated $88.4K sold.

Union Savings Bank first reported a position in BNDX in Q2 2024 and held it in 2 quarters. The position peaked at $88.4K in Q3 2024. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

  • Union Savings Bank reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Union Savings Bank sold 1,759 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $88.4K.
  • Union Savings Bank first reported a position in Vanguard Total International Bond ETF in Q2 2024 and held it in 2 quarters.
  • Union Savings Bank's Vanguard Total International Bond ETF position peaked at $88.4K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Union Savings Bank's 13F filing for Q4 2024, filed 16 Jan 2025.