New Covenant Trust Company’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

New Covenant Trust Company’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 Q3	$359K	Buy	4,922 +269	+6%	+$20.2K	0.25%	67
2026 Q2	$357K	Buy	4,653 +134	+3%	+$10.3K	0.27%	62
2026 Q1	$349K	Hold	4,519	–	–	0.31%	55
2025 Q4	$352K	Hold	4,519	–	–	0.32%	47
2025 Q3	$353K	Hold	4,519	–	–	0.33%	48
2025 Q2	$348K	Hold	4,519	–	–	0.31%	46
2025 Q1	$345K	Buy	4,519 +1,494	+49%	+$113K	0.36%	47
2024 Q4	$226K	Buy	+3,025	New	+$230K	0.22%	79
2024 Q2	–	Sell	-1,396	Closed	-$105K	–	115
2024 Q1	$105K	Buy	+1,396	New	+$105K	0.11%	122

Other funds holding BIV

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BCA

Ballentine Capital Advisors Greenville, South Carolina $266M AUM 11.26% 1-Year Est. Return

CPA

Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

New Covenant Trust Company's BIV Position: Q3 2026 in Review

New Covenant Trust Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 5.8% in Q3 2026, buying an estimated $20.2K and bringing the position to 4,922 shares worth $359K. The position accounts for 0.25% of the portfolio, ranked #67.

New Covenant Trust Company first reported a position in BIV in Q1 2024 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

New Covenant Trust Company held 4,922 shares of Vanguard Intermediate-Term Bond ETF worth $359K as of Q3 2026.
New Covenant Trust Company bought 269 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $20.2K.
Vanguard Intermediate-Term Bond ETF made up 0.25% of New Covenant Trust Company's portfolio in Q3 2026, its #67 holding.
New Covenant Trust Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
112 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.