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 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

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SFMG

Sage Financial Management Group Mclean, Virginia $364M AUM 15.61% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

New Covenant Trust Company's BIV Position: Q2 2026 in Review

New Covenant Trust Company increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 3% in Q2 2026, buying an estimated $10.3K and bringing the position to 4,653 shares worth $357K. The position accounts for 0.27% of the portfolio, ranked #62.

New Covenant Trust Company first reported a position in BIV in Q1 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

New Covenant Trust Company held 4,653 shares of Vanguard Intermediate-Term Bond ETF worth $357K as of Q2 2026.
New Covenant Trust Company bought 134 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Intermediate-Term Bond ETF made up 0.27% of New Covenant Trust Company's portfolio in Q2 2026, its #62 holding.
New Covenant Trust Company first reported a position in Vanguard Intermediate-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
347 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.