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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
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

RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

Intergy Private Wealth's BIV Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 14% in Q2 2026, buying an estimated $877K and bringing the position to 92,231 shares worth $7.07M. The position accounts for 1.63% of the portfolio, ranked #13.

Intergy Private Wealth first reported a position in BIV in Q4 2021 and has held it in 19 quarters since. 216 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • Intergy Private Wealth held 92,231 shares of Vanguard Intermediate-Term Bond ETF worth $7.07M as of Q2 2026.
  • Intergy Private Wealth bought 11,428 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $877K.
  • Vanguard Intermediate-Term Bond ETF made up 1.63% of Intergy Private Wealth's portfolio in Q2 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 19 quarters since.
  • 216 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.