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Intergy Private Wealth’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Intergy Private Wealth’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 		$7.42M Buy
101,867
+9,636
+10% +$724K 1.67% 13
2026
Q2 		$7.07M Buy
92,231
+11,428
+14% +$877K 1.63% 13
2026
Q1 		$6.24M Buy
80,803
+5,185
+7% +$404K 1.83% 13
2025
Q4 		$5.89M Sell
75,618
-280
-0.4% -$21.9K 1.78% 15
2025
Q3 		$5.93M Buy
75,898
+2,703
+4% +$209K 1.85% 14
2025
Q2 		$5.66M Sell
73,195
-1,812
-2% -$138K 1.93% 15
2025
Q1 		$5.74M Buy
75,007
+509
+0.7% +$38.4K 2.18% 13
2024
Q4 		$5.57M Buy
74,498
+2,191
+3% +$167K 2.08% 13
2024
Q3 		$5.67M Buy
72,307
+842
+1% +$64.9K 2.16% 13
2024
Q2 		$5.35M Buy
71,465
+6,143
+9% +$456K 2.21% 13
2024
Q1 		$4.93M Buy
65,322
+2,676
+4% +$202K 2.03% 15
2023
Q4 		$4.78M Buy
62,646
+4,053
+7% +$297K 2.07% 15
2023
Q3 		$4.24M Buy
58,593
+524
+0.9% +$38.8K 2.12% 15
2023
Q2 		$4.37M Buy
58,069
+5,454
+10% +$415K 2.14% 15
2023
Q1 		$4.04M Buy
52,615
+1,467
+3% +$111K 2.26% 15
2022
Q4 		$3.8M Buy
51,148
+3,484
+7% +$258K 2.38% 15
2022
Q3 		$3.5M Buy
47,664
+3,353
+8% +$259K 2.48% 12
2022
Q2 		$3.44M Sell
44,311
-13,206
-23% -$1.04M 2.71% 10
2022
Q1 		$4.71M Buy
57,517
+16,980
+42% +$1.43M 3.29% 8
2021
Q4 		$3.55M Buy
+40,537
New +$3.6M 2.78% 9

Other funds holding BIV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Scott Capital Advisors
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Intergy Private Wealth's BIV Position: Q3 2026 in Review

Intergy Private Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 10% in Q3 2026, buying an estimated $724K and bringing the position to 101,867 shares worth $7.42M. The position accounts for 1.67% of the portfolio, ranked #13.

Intergy Private Wealth first reported a position in BIV in Q4 2021 and has held it in 20 quarters since. 247 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

  • Intergy Private Wealth held 101,867 shares of Vanguard Intermediate-Term Bond ETF worth $7.42M as of Q3 2026.
  • Intergy Private Wealth bought 9,636 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $724K.
  • Vanguard Intermediate-Term Bond ETF made up 1.67% of Intergy Private Wealth's portfolio in Q3 2026, its #13 holding.
  • Intergy Private Wealth first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 247 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.