Covenant Asset Management, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1697717
CHESTER, NJ
Position in BIV
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$2,507,423
+$1,330,423 QoQ
Shares Held
32,488
+115.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,507,423 | 32,488 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,177,000 | 15,113 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||