Union Savings Bank’s Northern Trust iBoxx 3-Year Target Duration TIPS ETF TDTT Stock Holding History

Union Savings Bank’s Portfolio TDTT Stock Details TDTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94K	Hold	81	–	–	﹤0.01%	312
2026 Q1	$1.96K	Hold	81	–	–	﹤0.01%	312
2025 Q4	$1.95K	Buy	+81	New	+$1.96K	﹤0.01%	316
2025 Q2	$1.96K	Hold	81	–	–	﹤0.01%	281
2025 Q1	$1.97K	Hold	81	–	–	﹤0.01%	304
2024 Q4	$1.91K	Hold	81	–	–	﹤0.01%	288
2024 Q3	$1.95K	Sell	81 -163	-67%	-$3.88K	﹤0.01%	294
2024 Q2	$5.75K	Sell	244 -538	-69%	-$12.7K	﹤0.01%	287
2024 Q1	$18.6K	Sell	782 -45,597	-98%	-$1.08M	0.01%	261
2023 Q4	$1.09M	Sell	46,379 -15,751	-25%	-$367K	0.62%	38
2023 Q3	$1.44M	Sell	62,130 -5,577	-8%	-$130K	0.9%	24
2023 Q2	$1.59M	Buy	+67,707	New	+$1.61M	0.95%	20

Other funds holding TDTT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIA

Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

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

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

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

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

5SA

5th Street Advisors Southport, Connecticut $263M AUM 20.47% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Union Savings Bank held its Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) position steady in Q2 2026 at 81 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Union Savings Bank first reported a position in TDTT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q2 2023. 119 funds tracked by Wall St. Rank hold TDTT as of Q2 2026.

Union Savings Bank held 81 shares of Northern Trust iBoxx 3-Year Target Duration TIPS ETF worth $1.94K as of Q2 2026.
Union Savings Bank left its Northern Trust iBoxx 3-Year Target Duration TIPS ETF share count unchanged in Q2 2026.
Northern Trust iBoxx 3-Year Target Duration TIPS ETF made up ﹤0.01% of Union Savings Bank's portfolio in Q2 2026, its #312 holding.
Union Savings Bank first reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Northern Trust iBoxx 3-Year Target Duration TIPS ETF position peaked at $1.59M in Q2 2023.
119 funds tracked by Wall St. Rank held Northern Trust iBoxx 3-Year Target Duration TIPS ETF as of Q2 2026.

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