Covenant Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Covenant Asset Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.51M	Buy	32,488 +17,375	+115%	+$1.35M	0.38%	68
2025 Q4	$1.18M	Buy	+15,113	New	+$1.18M	0.14%	91

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Covenant Asset Management's BIV Position: Q1 2026 in Review

Covenant Asset Management increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 115% in Q1 2026, buying an estimated $1.35M and bringing the position to 32,488 shares worth $2.51M. The position accounts for 0.38% of the portfolio, ranked #68.

Covenant Asset Management first reported a position in BIV in Q4 2025 and has held it in 2 quarters since. 1,005 funds tracked by Wall St. Rank hold BIV as of Q1 2026.

Covenant Asset Management held 32,488 shares of Vanguard Intermediate-Term Bond ETF worth $2.51M as of Q1 2026.
Covenant Asset Management bought 17,375 Vanguard Intermediate-Term Bond ETF shares in Q1 2026, an estimated $1.35M.
Vanguard Intermediate-Term Bond ETF made up 0.38% of Covenant Asset Management's portfolio in Q1 2026, its #68 holding.
Covenant Asset Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
1,005 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.