Intergy Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Intergy Private Wealth’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$332K	Buy	4,736 +742	+19%	+$53.5K	0.07%	94
2026 Q2	$293K	Sell	3,994 -936	-19%	-$68.7K	0.07%	105
2026 Q1	$363K	Buy	4,930 +795	+19%	+$59K	0.11%	79
2025 Q4	$306K	Buy	4,135 +1,311	+46%	+$97.6K	0.09%	85
2025 Q3	$210K	Buy	+2,824	New	+$208K	0.07%	103
2025 Q2	–	Sell	-4,532	Closed	-$333K	–	102
2025 Q1	$333K	Buy	+4,532	New	+$329K	0.13%	70
2022 Q4	–	Sell	-3,649	Closed	-$260K	–	65
2022 Q3	$260K	Sell	3,649 -1,385	-28%	-$104K	0.18%	55
2022 Q2	$379K	Sell	5,034 -4,123	-45%	-$314K	0.3%	48
2022 Q1	$728K	Sell	9,157 -25,061	-73%	-$2.05M	0.51%	31
2021 Q4	$2.9M	Buy	+34,218	New	+$2.91M	2.27%	11

Other funds holding BND

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Intergy Private Wealth increased its Vanguard Total Bond Market (BND) stake by 19% in Q3 2026, buying an estimated $53.5K and bringing the position to 4,736 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #94.

Intergy Private Wealth first reported a position in BND in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.9M in Q4 2021. 582 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Intergy Private Wealth held 4,736 shares of Vanguard Total Bond Market worth $332K as of Q3 2026.
Intergy Private Wealth bought 742 Vanguard Total Bond Market shares in Q3 2026, an estimated $53.5K.
Vanguard Total Bond Market made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #94 holding.
Intergy Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 10 quarters since.
Intergy Private Wealth's Vanguard Total Bond Market position peaked at $2.9M in Q4 2021.
582 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

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